Nvidia has announced a massive program to build seven supercomputers for the U.S. Department of Energy and confirmed orders for its AI chips totaling $500 billion. CEO Jensen Huang spoke at the GTC conference in Washington, emphasizing the strategic importance of these projects and stating that they will strengthen the U.S.’s position in high-performance computing. NEWSCENTRAL notes that these initiatives demonstrate how deeply Nvidia is integrated into critical government projects and scientific research. Analyst Lucas Grant emphasizes that “the scale of these orders confirms Nvidia’s leadership in the high-performance computing segment and reinforces its position in the AI chip market.”
The most powerful supercomputer is being developed in partnership with Oracle and will include 100,000 Blackwell chips. The systems will support nuclear research and alternative energy projects, including nuclear fusion. Huang highlighted the role of government initiatives in these projects, stating that the country’s support for the energy sector has completely changed the landscape. NEWSCENTRAL considers this a demonstration of Nvidia’s ability to adapt to strategic national security objectives while simultaneously advancing innovative technologies.
In addition to supercomputers, the company is investing in the telecommunications sector. Nvidia acquired a 2.9% stake in Nokia for $1 billion to develop infrastructure for 6G networks and improve the energy efficiency of base stations. Huang noted that using these technologies will allow the modernization of millions of facilities worldwide. NEWSCENTRAL points out that the partnership with Nokia strengthens Nvidia’s position in the telecommunications market and opens new revenue streams beyond data centers.
The company also unveiled the Hyperion platform for autonomous vehicles and announced a collaboration with Uber to create a robo-taxi network. NEWSCENTRAL emphasizes that this is a step toward business diversification and strengthening Nvidia’s presence in the automotive sector, where competition between tech companies and automakers is intensifying.
Amid global trade tensions and chip export restrictions to China, Nvidia maintains a strategic interest in this market, valued at around $50 billion. Huang noted that access to the Chinese market is necessary to fund U.S.-based research and development. NEWSCENTRAL highlights that this demonstrates a balance between national security and the company’s commercial interests. Lucas Grant adds that “a strategic presence in the Chinese market allows Nvidia to finance innovation and maintain a technological edge.”
Nvidia shares rose 3.3% to $197.82 following these announcements. Investments in Palantir Technologies to accelerate logistics solutions and corporate projects, along with expanding production in Arizona and Texas, underscore the company’s efforts to strengthen its manufacturing and innovation base in the U.S. Huang noted that restoring domestic production was a direct request from former President Trump. NEWSCENTRAL emphasizes that these initiatives create long-term competitive advantages: the combination of government contracts, corporate partnerships, and new technological platforms generates opportunities for sustainable company growth.
As a result, NEWS CENTRAL concludes that Nvidia’s strategy provides the company with the potential to expand its business and strengthen its position in the global AI market. For investors, this signals stability and growth prospects, though geopolitical risks and increased competition in the tech sector must be considered.