Overview
- Jensen Huang said Nvidia will help build seven DOE AI supercomputers, led by Solstice with Oracle using 100,000 Blackwell GPUs and Equinox with 10,000 GPUs planned for availability in 2026 at Argonne.
- Additional Nvidia-based systems are slated for Argonne and Los Alamos, with Los Alamos adopting the Vera Rubin platform for national security and scientific workloads later this decade.
- Nvidia announced a strategic partnership with Nokia that includes a $1 billion investment to develop AI‑native 6G and AI‑RAN platforms, with T-Mobile preparing trials of the technologies starting in 2026.
- Huang reported roughly $500 billion in bookings for Blackwell and Rubin chips, said Blackwell is in full production in Arizona, and disclosed shipments of about six million Blackwell GPUs to date.
- Cross‑industry deals include Palantir integrating Nvidia’s models and stack with early customer Lowe’s, plus a plan with Uber to scale a 100,000‑vehicle robotaxi fleet beginning in 2027 using Nvidia DRIVE.