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WASHINGTON - Nvidia (NASDAQ:NVDA), the semiconductor giant with a market capitalization of $4.73 trillion and impressive revenue growth of 71.55% in the last twelve months, announced Tuesday it is working with the U.S. Department of Energy’s national laboratories and leading American companies to develop AI infrastructure supporting scientific research and economic growth. According to InvestingPro analysis, the company is currently trading above its Fair Value, reflecting strong market confidence in its AI leadership position.
The company is accelerating seven new systems at Argonne National Laboratory and Los Alamos National Laboratory. In collaboration with Oracle, Nvidia is helping build the DOE’s largest AI supercomputer, Solstice, which will feature 100,000 Nvidia Blackwell GPUs. A second system, Equinox, will include 10,000 Blackwell GPUs expected to be available in 2026.
Los Alamos National Laboratory has selected Nvidia’s Vera Rubin platform and Quantum-X800 InfiniBand networking fabric for its next-generation Mission and Vision systems, to be built by HPE. The Mission system is expected to be operational in late 2027.
Nvidia also announced an AI Factory Research Center at Digital Realty in Virginia, which will serve as the foundation for Nvidia Omniverse DSX, a blueprint for multi-generation, gigawatt-scale AI infrastructure.
"We are at the dawn of the AI industrial revolution that will define the future of every industry and nation," said Jensen Huang, founder and CEO of Nvidia, in the press release. "It is imperative that America lead the race to the future – this is our generation’s Apollo moment." The company’s financial health score of "EXCELLENT" from InvestingPro and return on assets of 76.65% underscore its strong position to lead this transformation. Discover 16 additional exclusive ProTips and comprehensive analysis in the Pro Research Report.
Major cloud providers expanding their AI infrastructure include Google Cloud, which is offering new VMs with Nvidia GB300 NVL72 and RTX PRO 6000 Blackwell GPUs, and Microsoft, which is using Nvidia RTX PRO 6000 Blackwell GPUs on Azure.
U.S. enterprises are also building specialized AI infrastructure. Eli Lilly is developing what it calls the pharmaceutical industry’s most powerful AI factory with an Nvidia DGX SuperPOD featuring Nvidia DGX B300 systems, while Mayo Clinic has created an AI factory powered by DGX SuperPOD with DGX B200 systems.
The announcements were made at Nvidia’s GTC Washington, D.C. event. With the stock trading near its 52-week high and maintaining strong financial metrics, including a current ratio of 4.21, Nvidia continues to demonstrate robust operational efficiency. InvestingPro subscribers can access detailed valuation analysis and future growth projections through our comprehensive Pro Research Report, available for over 1,400 top US stocks.
In other recent news, Nvidia announced the NVQLink architecture, a new system designed to integrate GPU computing with quantum processors, aiming to enhance hybrid quantum-classical supercomputing systems. This development addresses challenges in quantum computing, such as qubit error correction, by connecting quantum processing units to GPU supercomputers. Additionally, Nvidia has partnered with Nokia to develop AI-powered radio access network technology for next-generation mobile networks, investing $1 billion in Nokia as part of this strategic collaboration. This partnership is set to advance AI-native 5G-Advanced and 6G networks, with T-Mobile U.S. planning to test the technology in 2026.
In other developments, DA Davidson has reiterated its Buy rating on Nvidia stock, maintaining a price target of $210, highlighting the market’s focus on AI compute demand growth during the upcoming earnings period. Meanwhile, Qualcomm has announced its entry into the datacenter AI market, revealing a deal with HUMAIN, the Saudi sovereign AI initiative, for 200 MW of capacity in 2026. President Donald Trump is also set to meet with Nvidia CEO Jensen Huang, as announced during his remarks to business leaders in Tokyo. These recent developments indicate ongoing strategic moves and partnerships in the tech industry.
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