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11h ago

Nvidia Unveils DOE AI Supercomputers and $1 Billion Nokia Deal as U.S. Output Ramps

The company used its first Washington GTC to link its AI roadmap to U.S. government priorities, signaling deeper onshore production.

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An AMD logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
A smartphone with a displayed NVIDIA logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration
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Overview

  • Nvidia will help build seven AI systems for the Energy Department, including the Solstice supercomputer with 100,000 Blackwell GPUs built with Oracle and the Equinox system with 10,000 Blackwell GPUs slated for 2026 at Argonne, with additional deployments at Los Alamos.
  • Jensen Huang said Blackwell chips are in full production in Arizona, with server assembly in Texas and networking gear in California, underscoring a push to bolster domestic manufacturing.
  • Nvidia is investing $1 billion for a 2.9% stake in Nokia to integrate its AI‑RAN stack and the new Aerial RAN Computer Pro into telecom networks to pave the way for AI‑native 6G.
  • The company announced new tie‑ups across industries, including plans with Uber and Stellantis for a 100,000‑vehicle robotaxi fleet starting in 2027, Palantir for logistics and AI agents, CrowdStrike for cybersecurity, and Eli Lilly on a pharma supercomputer using Blackwell chips.
  • Huang said Nvidia has roughly $500 billion in bookings for Blackwell and Rubin chips while pressing for a policy that restores access to China’s developer ecosystem, noting current exclusion from that market and excluding China sales from projections.