Key Points
- Nvidia is partnering with the U.S. Department of Energy to build seven new AI supercomputers.
- The supercomputers will be located at the Argonne and Los Alamos National Laboratories.
- One of the new machines will be powered by 10,000 of Nvidia’s latest Blackwell GPUs.
- The move is part of Nvidia’s push into “sovereign AI,” working directly with governments. Nvidia’s stock hit a new all-time high on the news.
Nvidia announced on Tuesday that it is partnering with the U.S. Department of Energy to build seven new AI supercomputers at two of the country’s leading national laboratories. The move is a major win for Nvidia and a clear sign of the growing importance of “sovereign AI”—AI systems built to serve national interests.
The new supercomputers will be built at Argonne National Laboratory and Los Alamos National Laboratory. The first phase will see Nvidia and Oracle team up to build two machines at Argonne, one of which will be powered by a staggering 10,000 of Nvidia’s latest Blackwell GPUs. These systems will be used to build massive, one-trillion-parameter AI models for scientific research.
HPE will build two additional supercomputers at Los Alamos and run them on Nvidia’s next-generation “Vera Rubin” superchips. One of these will be used for classified work for the National Nuclear Security Agency.
The announcement was part of a flurry of news from Nvidia’s GTC conference that sent the company’s stock to a new all-time high.
Nvidia also revealed that it is working on quantum computing technologies with nine U.S. national labs and developing an all-American technology stack for future 6G wireless networks.
These deals are all part of Nvidia’s push into “sovereign AI.” By partnering directly with governments, the company is opening up a huge new market for its technology beyond just the big tech companies.
