Nvidia CFO Colette Kress says sovereign AI revenue more than doubled YoY and rose 35% QoQ as nearly 40 nations build domestic AI infrastructure.

The AI behemoth forecasts revenue will top $100 billion in Q3.

Nvidia posted $96.2B in Q2 revenue with data center sales hitting $89B, up 117% year-over-year, and guided Q3 revenue to $108B as Blackwell ships