NVIDIA expands AI partnerships: Deutsche Telekom and Saudi Arabia join global push

NVIDIA is accelerating its global AI footprint by partnering with Deutsche Telekom and Saudi Arabia to build advanced AI infrastructure, signaling strategic moves beyond chip sales amid ongoing U.S.-China trade challenges. This expansion complements NVentures' investment in TerraPower, highlighting NVIDIA's commitment to powering AI with innovative energy solutions.

Sources:
Kalkine MediaCoincentralFinance
Updated 2h ago
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Sources: CoincentralFinance
NVIDIA is accelerating its global AI expansion through strategic partnerships, notably with Deutsche Telekom to establish Europe's first industrial AI cloud tailored for manufacturing firms. This initiative marks a significant step in NVIDIA's efforts to broaden its AI ecosystem beyond the U.S., complementing similar projects in the UK.

Despite facing challenges from U.S. trade restrictions that have led to a $5.5 billion write-off and an anticipated $8 billion impact this quarter due to limited chip sales to China, NVIDIA's AI business continues to thrive. The company reported a remarkable revenue surge to $130 billion in the latest quarter, driven by its dominant position in AI infrastructure and semiconductor innovation.

"NVIDIA's AI networking revenue soared 70% last quarter, accounting for 40% of Broadcom's total AI revenue," highlighting its critical role in powering AI workloads globally.

The partnership with Deutsche Telekom aims to create a robust industrial AI cloud, enhancing European manufacturing capabilities and supporting the continent's digital transformation. Meanwhile, NVIDIA's collaboration with Saudi Arabia signals its intent to foster AI development in the Middle East.

"NVIDIA launched CUDA two decades ago, which has become the de facto software platform for AI developers," underscoring its wide moat in AI technology.

With a market cap exceeding $3.5 trillion and a gross margin rising from 60% to 70%, NVIDIA remains a powerhouse in AI and semiconductor sectors, despite geopolitical and market headwinds.

These global partnerships reflect NVIDIA's strategic push to cement its leadership in AI infrastructure worldwide, leveraging its advanced chips and software to meet soaring demand across industries.
Sources: Coincentral
NVIDIA expands its AI ecosystem globally, partnering with Deutsche Telekom to launch Europe's first industrial AI cloud and collaborating with Saudi Arabia to boost AI capabilities. This move aligns with NVIDIA's rapid growth in AI infrastructure, despite challenges from U.S.-China trade restrictions impacting chip sales.
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Key Facts
  • NVIDIA's revenue surged from $27 billion in 2022 to $130 billion recently, driving an 800% increase in its share price.Finance
  • NVIDIA's gross margin rose from 60% in 2022 to around 70%, significantly outperforming competitors like AMD and Intel.Finance
  • NVIDIA's GPUs dominate AI infrastructure with over 90% market share as of Q1, supported by its CUDA software platform widely adopted by AI developers.Finance
  • U.S.-China trade tensions led NVIDIA to write off $5.5 billion due to restrictions on chip sales to Chinese firms, with an expected $8 billion impact this quarter.Coincentral
  • Institutional investors reduced stakes in NVIDIA amid broader tech stock adjustments as part of shifts in the Nasdaq Composite and semiconductor sector.Kalkine MediaCoincentral
  • NVIDIA's stock closed at $143.85 on June 20, 2025, down 1.12% due to investor concerns over U.S.-China trade uncertainties and tariff news.Kalkine MediaCoincentral
  • NVIDIA's venture arm NVentures invested in TerraPower, a nuclear energy startup co-founded by Bill Gates, to support AI's growing energy demands.Coincentral
  • NVIDIA expanded AI partnerships globally, including with Deutsche Telekom in Germany to create an industrial AI cloud, and collaborations in Saudi Arabia for AI infrastructure.Coincentral
Nvidia continues to build its AI ecosystem outside the U.S. Recently, it announced partnerships with Deutsche Telekom in Germany to create the first industrial AI cloud for European manufacturing firms.
Coincentral
Coincentral
NVIDIA’s positioning remains strongly associated with innovation in graphics technology and artificial intelligence applications.
Kalkine Media
Kalkine Media
Nvidia's have become the backbone of AI infrastructure.
Finance
Finance
Key Stats at a Glance
NVIDIA's 2022 Revenue
$27 billion
Finance
NVIDIA's Recent Quarterly Revenue
$130 billion
Finance
NVIDIA's Share Price Increase
more than 800%
Finance
NVIDIA's Gross Margin Increase
around 70%
Finance
NVIDIA's Write-off Due to Trade Restrictions
$5.5 billion
Coincentral

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