Overview
- Jensen Huang announced a U.S. Department of Energy partnership to build seven AI supercomputers, including a system with Oracle using 100,000 Blackwell GPUs for nuclear stewardship and scientific research.
- Huang said Blackwell GPUs are now in full production in Arizona with U.S. system assembly underway, as TSMC moves advanced chip packaging capabilities to the United States.
- Nvidia will invest $1 billion for a minority stake in Nokia to co-develop AI‑native 5G/6G base-station technology powered by the new Arc/Aerial RAN platform.
- The company unveiled NVQLink to connect quantum processors with Nvidia GPUs and highlighted new alliances across sectors, including plans with Uber to enable a 100,000‑vehicle robotaxi fleet starting in 2027 and expanded work with Palantir.
- Huang said Nvidia shipped 6 million Blackwell GPUs over the past four quarters and expects $500 billion in combined Blackwell and Rubin GPU sales, while pressing for a route back into China after stating its current market share there is effectively zero; Nvidia shares closed about 5% higher.