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Srinivas says banks like Morgan Stanley and JPMorgan want air-gapped, on-premises AI on NVIDIA's DGX Spark to prevent their IP from leaking to frontier labs.
NVIDIA's trailing 12-month on-prem revenue hit $8 billion in automotive alone, with financial services, manufacturing, and healthcare combining for another $7 billion.
NVIDIA expects non-hyperscaler categories such as sovereign AI, enterprise edge, and air-gapped data centers to account for roughly half its data center business.
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