Nvidia to sell thousands of GPUs to US labs as part of sovereign AI push
Update: 2025-10-29
Description
Nvidia and the US Department of Energy unveil a groundbreaking partnership to develop seven AI supercomputers at Argonne and Los Alamos National Labs. The first phase includes two new supercomputers, Equinox and Solstice, using Nvidia's latest Blackwell GPUs for advanced tasks. Nvidia also introduces NVQLink for quantum computing and collaborates with T-Mobile and Cisco for AI-powered wireless technology. This strategic shift towards sovereign AI propels Nvidia's stock to new heights, with investors anticipating significant growth in Q3 earnings.
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