Overview
- CEO Jensen Huang said Blackwell GPUs are now in full production in Arizona, extending earlier wafer output in Phoenix to U.S. system assembly.
- Nvidia will invest $1 billion in Nokia in a partnership to build 5G and 6G base-station gear, including a new ARC platform, to reduce reliance on foreign telecom technologies.
- The company announced a collaboration with the Department of Energy to build seven AI supercomputers to bolster U.S. scientific computing.
- Huang delivered a pro‑America keynote praising President Trump’s energy stance and framing AI as “America’s Apollo moment,” as investors still seek clarity on China chip sales.
- Trump said he will meet Huang on Wednesday during his Asia trip, and Huang is scheduled to meet Samsung and Hyundai leaders in Seoul to discuss HBM supply and broader cooperation.