By Simply Wall St
Publication Date: 2026-02-23 16:10:00
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NVIDIA is at the center of major sovereign AI build outs in India and Australia over the past week.
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Australia’s first Cisco Secure AI Factory is running entirely on NVIDIA GPUs for local enterprise and government workloads.
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In India, Yotta Data Services and Larsen & Toubro are committing multi billion dollar, gigawatt scale NVIDIA powered data centers for national AI infrastructure.
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These deployments include record scale rollouts of NVIDIA Blackwell Ultra GPUs for cloud scale, secure AI capacity.
NVIDIA (NasdaqGS: NVDA) is extending its reach into national AI infrastructure as governments and large enterprises move to build their own high performance AI stacks. The company’s GPUs now sit at the core of new sovereign AI factories in India and Australia, tying its hardware more directly to long term public and private digital programs. With the share price at $189.82 and a 1 year return of 41.2%, investors are watching how these large, infrastructure heavy deals fit into NVIDIA’s broader AI strategy.
These India and Australia projects indicate that NVIDIA’s role in AI is not limited to hyperscale US or China cloud providers. As more countries pursue secure, local control of their AI workloads, NVIDIA’s involvement in these first wave sovereign builds could influence technical standards, procurement…
