Nvidia CEO Jensen Huang announced on Tuesday that the artificial intelligence powerhouse will construct seven new supercomputers for the U.S. Department of Energy, marking the company’s expanding influence in global AI infrastructure.
The announcement, made during Nvidia’s annual GTC conference in Washington, D.C., and was first reported by Reuters, came alongside revelations that the company now holds a staggering $500 billion in AI chip bookings — a record that cements its dominance at the heart of the global AI revolution.
The supercomputers will not only support research into alternative energy sources such as nuclear fusion but will also help the United States maintain and advance its nuclear weapons arsenal. The largest of these systems will be built in partnership with Oracle and powered by 100,000 of Nvidia’s new Blackwell chips, part of a new generation of processors designed for large-scale AI workloads.
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“Putting the weight of the nation behind pro-energy growth completely changed the game,” Huang said during his keynote, commending President Donald Trump’s energy and manufacturing policies. “If this didn’t happen, we could have been in a bad situation, and I want to thank President Trump for that.”
Expanding Partnerships Across Sectors
The company also unveiled a series of strategic partnerships that signal its intent to move deeper into diverse industries beyond data centers. Among these is a $1 billion investment for a 2.9% stake in Finnish telecom giant Nokia, as part of a new collaboration targeting the AI-driven communications market. Nvidia introduced its “Arc” product line, designed to enhance 6G network equipment, and said it will work with Nokia to improve the power efficiency of millions of base stations worldwide.
“We’re going to take this new technology and be able to upgrade millions of base stations around the world,” Huang said.
Nvidia also announced a new alliance with Palantir Technologies, focusing on the company’s commercial arm. The collaboration will apply Nvidia’s computing power to speed up logistics and supply chain solutions for clients such as U.S. retailer Lowe’s. Analysts noted that this represents a direct challenge to Intel, which has long dominated corporate computing contracts.
Another highlight was the unveiling of “Hyperion,” Nvidia’s latest self-driving car technology platform. Huang revealed that Nvidia will partner with Uber to build a network of robotaxis, marking the company’s most ambitious move yet into autonomous mobility.
“This is going to be a new computing platform for us, and I’m expecting it to be quite successful,” he said.
$500 Billion in Bookings, U.S. Production in Focus
Huang said Nvidia has secured $500 billion in orders for its Blackwell and Rubin AI chips over the next five quarters, a sign of sustained demand from cloud service providers, corporations, and government agencies. Nvidia’s latest expansion also includes a renewed push for domestic manufacturing. The company is producing chips at Taiwan Semiconductor Manufacturing Company’s (TSMC) facilities in Arizona, while assembling servers in Texas and networking hardware in California.
“We are manufacturing in America again—it is incredible,” Huang said, recalling that President Trump personally urged him to “bring manufacturing back.”
The decision aligns with the U.S. government’s broader goal to restore domestic semiconductor production capacity and reduce dependence on foreign suppliers amid an ongoing technology rivalry with China.
Trade War Undercurrents
The announcements came as President Trump continued his diplomatic tour of Asia ahead of a meeting with Chinese President Xi Jinping, where the flow of advanced technology between the two countries is expected to dominate discussions. Huang’s keynote notably included praise for Trump’s flexible approach to chip export policy — a departure from former President Joe Biden’s stricter stance, which had previously barred Nvidia from selling its most advanced AI chips to China.
Trump initially maintained some of those restrictions in his second term before easing them in July, allowing Nvidia to regain limited access to the Chinese market. Huang has publicly argued that access to China, which represents an estimated $50 billion in potential sales, is vital for funding the company’s U.S.-based research and development.
Despite Beijing’s pressure on Chinese companies to buy domestic chips from Huawei, industry reports indicate that many developers in China continue to seek Nvidia’s GPUs due to their superior performance in AI training.
Government AI Race Intensifies
Nvidia’s new partnerships and government contracts highlight the intensifying competition in AI infrastructure. On Monday, rival chipmaker AMD announced a $1 billion deal with the Department of Energy to build two supercomputers for research in nuclear power, cancer treatments, and national security. Nvidia’s projects, however, are seen as broader in scope, encompassing defense, clean energy, and advanced quantum computing integration.
Huang also revealed that Nvidia’s new networking technologies would enable its AI chips to work alongside quantum computers, expanding the company’s reach into emerging scientific research.
Following the announcements, Nvidia shares rose 3.3% to $197.82 on Tuesday afternoon. Analysts said the developments underscore Nvidia’s growing centrality to both commercial and government AI efforts.