McKinsey: Sovereign AI TAM to hit $500-600B by 2030, 30-40% of AI demand
Beth_Kindig · x · 2026-09-16
Citing McKinsey, Beth Kindig notes the total addressable market for sovereign AI is forecast to reach $500-600 billion between 2025 and 2030, representing 30-40% of overall AI demand. She tags $NVDA, $PLTR and $AMD as relevant players.
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