Why Oppenheimer Is Excited About Nvidia's Potential Gains From Sovereign AI Demand
1. Nvidia is positioned to gain from the sovereign AI market. 2. Oppenheimer estimates the sovereign AI market could reach $1.5 trillion. 3. Nvidia's CEO announced key partnerships during his European tour. 4. Company shares rose about 2% and added a third of their value since April. 5. German partnership will enhance manufacturing applications with sovereign AI.