In a sweeping series of announcements underscoring its dominance in the global artificial intelligence race, Nvidia CEO Jensen Huang revealed on Tuesday that the company will build seven new supercomputers for the U.S. Department of Energy (DoE) and has already secured $500 billion in bookings for its next-generation AI chips.
The announcements were made during Nvidia’s GTC 2025 conference in Washington, D.C.—the first time the event is being held in the U.S. capital, signaling the company’s growing alignment with government-backed AI initiatives.
Huang said the new supercomputers, developed partly in collaboration with Oracle, will play a dual role: advancing nuclear research and weapons maintenance while also supporting studies in renewable energy, including nuclear fusion. The largest system will contain 100,000 of Nvidia’s Blackwell chips, one of the world’s most powerful AI processors.
“Putting the weight of the nation behind pro-energy growth completely changed the game,” Huang said during his keynote, while publicly commending U.S. President Donald Trump for policies that he said accelerated technological expansion in the sector.
Nvidia’s shares rose 3.3% to $197.82 on Tuesday following the announcements, pushing its market capitalization above $4 trillion, reaffirming its status as the world’s most valuable publicly traded company.
Expanding U.S. partnerships and global influence
The new contracts with the Department of Energy come amid an intensifying technology rivalry between the United States and China, where access to advanced Nvidia chips has become a focal point of trade and security policy.
The U.S. government has prioritized expanding computing power and AI infrastructure, with competitors such as AMD also announcing billion-dollar supercomputing partnerships. Huang used the moment to highlight Nvidia’s commitment to manufacturing within the United States, noting that the company’s chips are now being produced in Arizona, with servers assembled in Texas and networking equipment in California.
“We are manufacturing in America again—it is incredible,” Huang said. “The first thing that President Trump asked me was to bring manufacturing back.”
Strategic alliances with Nokia, Palantir, and Uber
Nvidia also unveiled a $1 billion investment in Nokia, giving it a 2.9% stake in the Finnish telecommunications company as part of a strategic partnership to develop AI-powered 6G base stations. A new product line, Nvidia Arc, will be integrated into global telecommunications infrastructure to boost performance and energy efficiency.
“We’re going to take this new technology and upgrade millions of base stations around the world,” Huang said, describing the collaboration as a step toward making future networks more intelligent and sustainable.
Additionally, Nvidia announced a partnership with Palantir Technologies, a major U.S. government contractor, to accelerate AI-driven logistics and operational solutions for corporate clients such as Lowe’s. The collaboration marks Nvidia’s growing influence beyond core data center customers, expanding its reach into the enterprise technology and retail sectors.
The company also introduced Hyperion, a new self-driving car platform, and disclosed a partnership with Uber to develop a global robotaxi network powered by Nvidia’s computing technology. “This is going to be a new computing platform for us, and I’m expecting it to be quite successful,” Huang said.
$500 billion in chip bookings drives industry confidence
Huang disclosed that Nvidia now has $500 billion in bookings for its Blackwell and Rubin chips over the next five quarters—an unprecedented figure reflecting surging global demand for AI infrastructure.
Analysts described the announcements as evidence of Nvidia’s strategic expansion into new markets, balancing commercial innovation with government partnerships.
“These announcements show Nvidia’s ability to extend its reach beyond its core data center customers,” said Gil Luria, an analyst at D.A. Davidson. “While these projects pale in comparison to the capex by hyperscalers like Microsoft, Amazon, and Google, they could create new markets for Nvidia down the line.”
Balancing geopolitics and growth
Huang’s remarks came as President Trump continued an Asia tour, where he is expected to meet Chinese President Xi Jinping to discuss trade and technology restrictions. Nvidia remains under pressure to navigate shifting U.S. export policies—particularly regarding its sales of AI chips to China, a market Huang estimated to be worth $50 billion annually.
Although former President Joe Biden had imposed strict export limits on Nvidia’s high-end chips to China, Trump’s administration has since taken a more flexible approach, reversing some restrictions in mid-2025.
Despite these challenges, Nvidia continues to thrive, leveraging its role at the center of the AI revolution to shape global technological infrastructure—spanning energy, defense, communications, and autonomous systems.