Nvidia CEO Jensen Huang announced this week that the company will build seven new supercomputers for the U.S. Department of Energy — all using American-made chips. During the keynote address at Nvidia’s GTC event in Washington, D.C., Huang credited President Trump for pushing the return of manufacturing to the U.S., stating, “The first thing that President Trump asked me is, ‘bring manufacturing back.’”
The announcement marks a major win for the Trump administration’s push to rebuild domestic industry. The largest of the planned supercomputers, developed in partnership with Oracle, will house 100,000 of Nvidia’s new Blackwell chips. These machines will support national defense, energy research, and the maintenance of the country’s nuclear arsenal.
Huang confirmed that the chips and servers will be produced in America. Nvidia manufactures chips in Arizona, assembles servers in Texas, and produces networking equipment in California. “We are manufacturing in America again — it is incredible,” Huang said.
Beyond the Department of Energy partnership, Nvidia revealed a massive $500 billion in bookings for its Blackwell and Rubin chip lines over the next five quarters. The surge in demand solidifies Nvidia’s place as a global leader in AI technology amid ongoing U.S.-China tech tensions.
In an effort to expand further, Nvidia also announced a $1 billion investment in Nokia, acquiring a 2.9% stake as the two companies team up to push AI innovation in telecommunications. The new product line, Arc, will support 6G development with improved power efficiency in network base stations.
Nvidia is also collaborating with Palantir Technologies to bring AI to logistics operations for companies like Lowe’s and is partnering with Uber to launch a self-driving Robotaxi network through its new Hyperion platform.
As AMD races to compete with its own $1 billion supercomputer deal with the Department of Energy, the battle for AI dominance is heating up. Meanwhile, trade tensions with China continue to loom large. Huang emphasized that access to the Chinese market remains important but reiterated the company’s focus on U.S.-based innovation.
Nvidia’s alignment with Trump’s economic agenda reflects a broader shift: rebuilding American tech leadership and manufacturing while securing U.S. supremacy in the AI race.
