Nvidia to build AI supercomputers for U.S. Energy Dept., books $500B in orders

Nvidia CEO Jensen Huang unveiled major new initiatives on Tuesday (October 28), announcing that the U.S. Department of Energy (DOE) will partner with the company to build seven advanced AI supercomputers to accelerate national research and innovation.

Speaking at Nvidia’s GTC event in Washington, D.C., Huang said the new systems will be used to advance scientific discovery and support U.S. national security objectives, including maintaining the country’s nuclear arsenal and researching alternative energy sources such as nuclear fusion. The largest of the seven supercomputers will be built in collaboration with Oracle and will feature 100,000 of Nvidia’s Blackwell AI chips.

“This partnership will help advance our nation’s science,” Huang said, calling the agreement a milestone for both U.S. innovation and Nvidia’s technological ambitions.

Huang also revealed that Nvidia now has visibility into $500 billion worth of cumulative chip orders through 2026, calling it an unprecedented level of demand. “We’re probably the first technology company in history to have visibility into half a trillion dollars of cumulative business,” he said.

The announcement underscores Nvidia’s dominant position in the global AI race. Valued at over $4 trillion, the company continues to expand its footprint through strategic partnerships while navigating ongoing U.S.-China trade restrictions that could shape the future of global semiconductor markets.

During his keynote, Huang also highlighted a new cybersecurity partnership with CrowdStrike, saying the companies will collaborate to create “AI defenders” capable of detecting and responding to cyber threats at the “speed of light.” He warned that AI will not only transform industries but also intensify cybersecurity challenges, requiring next-generation defences both in the cloud and at the edge.

In addition, Nvidia announced a $1 billion investment for a 2.9% stake in Nokia, aiming to advance AI communications technologies and improve power efficiency in base stations for upcoming 6G networks. The company also introduced a new product line, Arc, designed to integrate AI with telecommunications infrastructure.

Huang praised U.S. President Donald Trump’s technology policies during the event, saying they have helped foster innovation and industrial leadership in AI and semiconductor research.

The U.S. Department of Energy’s collaboration with Nvidia marks one of the largest government-backed AI initiatives to date, with potential implications for energy research, national defence, and the broader competition for technological dominance in the AI era.

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