Nvidia expanding sphere of LatAm AI influence with govt-level deals

Nvidia, the world's most prominent company in powerful AI processing, is steadily expanding its presence and influence in Latin America through government-level partnerships to develop and supply AI technologies.

The majority of these agreements fall under the company’s AI Nations program, which Brazil and Chile formally joined in 2022 and 2024, respectively. This initiative is now being extended to other countries in the region.

“Nvidia’s AI Nations program is steadily expanding in Latin America, with several countries recognizing the importance of AI for the development of their technological and economic infrastructures,” said Márcio Aguiar, regional head of enterprise sales and Nvidia’s lead executive for Latin America, told BNamericas.

“In addition to Brazil and Chile, we have partners and ongoing collaborations in countries such as Uruguay and Mexico,” he added.

Aguiar also mentioned previous deals with Ecuador and discussions with Paraguay, El Salvador, Barbados and the Dominican Republic.

According to Aguiar, all of these countries are adopting initiatives aligned with Nvidia’s vision of building robust infrastructure to support the next wave of innovation in AI and computing.

The company is committed to supporting these nations in developing AI solutions “in critical sectors, from healthcare and education to telecommunications and public infrastructure,” he said.

Performance

Latin America remains in the early stages of advanced AI deployment.

However, in Nvidia's third quarter of fiscal year 2025, which ended October 27, the region contributed to the growth of the firm's datacenter division through deals in academia, research, oil and gas, finance and healthcare.

Globally, Nvidia’s sales continued their strong momentum, with total revenue for the quarter rising 94% year-on-year to US$35.1bn. The company more than doubled its net profit during the period, reaching US$19.3bn.

While hard figures for individual regions are not disclosed, Latin America traditionally accounts for around 4-5% of Nvidia’s sales.

Worldwide, Nvidia achieved another record in quarterly datacenter revenue, reaching US$30.8bn, an increase of 17% from the previous quarter and up 112% year-on-year.

Sectors such as telecommunications and automotive were significant contributors globally, along with the academia, energy, healthcare and banking sectors, Aguiar said.

The executive highlighted the implementation of generative AI solutions for telecom providers and the growing use of AI to “optimize automation and simulation” in the automotive industry.

“The success of our Omniverse platform for creating digital twins was also a milestone, with Foxconn using our technology to accelerate chip manufacturing,” he said. 

Clients becoming competitors?

Since the start of the year, buoyed by the hype surrounding generative AI over the past two years, Nvidia has rivaled Apple for the title of the world’s most valuable company.

However, Nvidia has also seen some of its traditional AI GPU clients – such as AWS, Microsoft and Meta – begin developing their own AI chipsets.

“Nvidia has always stood out for its innovation and leadership in high-performance solutions for AI, computer graphics and datacenters. The fact that some major companies are developing their own chips doesn’t change our perspective. We will continue doing what we do best,” Aguiar stated.

He argued that Nvidia’s GPU architectures and platforms, such as Hopper and Omniverse, deliver scalability, performance and integration flexibility that in-house chipsets “may not be able to match.”

Aguiar also emphasized that “our strength lies in our ecosystem, ongoing support and innovation. Companies know that our products are constantly being improved to meet the latest market demands.”