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American chipmaker NVIDIA has outlined its new vision for AI in America, moving beyond selling chips for AI companies and towards a plan for national infrastructure.
During the company’s GTC Washington, D.C., keynote, CEO Jensen Huang declared a new era of “physical AI” and announced a number of partnerships that would shape AI infrastructure in America, and setting NVIDIA at the centre of this progression.
NVIDIA made six announcements that paved the way for national AI development, including a partnership with Oracle that would see the development of the US Department of Energy’s largest AI supercomputer, to be used for scientific discovery.
Known as The Solstice system, it will be made up of 100,000 NVIDIA Blackwell GPUs and will be used for developing AI capabilities to drive the nation’s leadership in the energy, security and science spaces. The Equinox system will also be launched, using 10,000 NVIDIA Blackwell GPUs and is expected in the first half of 2026. Together, the two systems have a combined 2,200 exaflops of AI performance.
The company also announced partnerships with Nokia for an AI platform to develop 6G, NVQLink for Quantum and GPU computing capabilities, Palantir to develop “dynamic decision intelligence”, and Uber for robotaxis.
One key partnership aims to power the “next industrial revolution”, according to NVIDIA, which has partnered with the US Department of Energy Labs to establish “national AI infrastructure advancing scientific discovery and the next industrial revolution”.
“Seven new systems will be deployed at Argonne and Los Alamos national laboratories while the NVIDIA AI Factory Research Center in Virginia will host the first Vera Rubin infrastructure and establish the foundation for NVIDIA Omniverse DSX, a blueprint for multi-generation gigawatt-scale build-outs,” it said.
These AI factories are a step beyond data centres, with specialised AI development for the generation and movement of tokens at a large scale, rather than maximising general computing power.
“AI is not a tool. AI is work,” Huang said during the keynote.
“For the first time, technology is now able to do work and help us be more productive. This shift – from tools to AI workers – is creating entirely new forms of computing and, with them, new jobs and industries.”
Another key partnership with manufacturing leaders like Toyota, TSMC, and Caterpillar will see advancements in physical AI for “America’s reindustrialisation”.
“NVIDIA and US manufacturing leaders, such as Caterpillar, Toyota, and TSMC, are advancing physical AI through Omniverse factory digital twins to overcome labour shortages and accelerate industrial productivity,” Huang said.
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