Focus on the BIG picture.
Thursday, Oct 30, 2025
Outside the box.
NVIDIA’s GTC Washington DC: U.S. AI Ambitions and Domestic Manufacturing Take Centre Stage
At the Washington, D.C. event, NVIDIA CEO Jensen Huang outlines America-led AI infrastructure, manufacturing and partnerships with government and industry
In a keynote address at GTC Washington, D.C. on October 28 2025, NVIDIA founder and chief executive officer Jensen Huang laid out a vision for the United States to assert leadership in artificial intelligence, advanced manufacturing and next-generation infrastructure.
Speaking at the Walter E. Washington Convention Center, he praised the domestic technology agenda and introduced a suite of corporate and government collaborations that underscore the shift.
Huang disclosed that NVIDIA will build seven new supercomputers for the U.S. Department of Energy, the largest of which will incorporate 100,000 of NVIDIA’s “Blackwell” AI chips and be deployed at Argonne National Laboratory.
He credited the “America First” manufacturing initiative with enabling these investments and said the company’s chip production in Arizona and system assembly in Texas and Virginia demonstrate a return of high-end computing jobs to the United States.
Telecommunications also featured prominently.
Huang announced a US$1 billion investment in Nokia to co-develop an AI-native 6G wireless stack under the NVIDIA “ARC” brand.
He described this initiative as essential to ensuring the foundational communications infrastructure isn’t built on foreign-led platforms.
Meanwhile, in mobility, NVIDIA revealed a partnership with Uber to roll out 100,000 autonomous vehicles by 2027, supported by its DRIVE Hyperion 10 architecture.
The event also placed emphasis on national security and supply-chain resilience.
Huang referenced longstanding export restrictions to China that had eroded NVIDIA’s market share and suggested engagement with global developers—including China—is necessary to finance future innovation.
He said U.S. leadership will be defined not only by domestic production but by open model ecosystems, quantum-GPU interconnects (NVQLink) and “AI factories” built around digital twins and physical-AI workflows.
The market responded immediately: NVIDIA’s stock surged more than five percent to a record high following the conference announcements.
Analysts emphasised that the combination of domestic manufacturing plays, U.S. government contracts and aggressive deployment road-maps had materially strengthened NVIDIA’s competitive position.
As the keynote closed, Huang returned repeatedly to themes of national renewal and technological sovereignty, invoking the phrase “The Age of AI has begun.
Blackwell is its engine.
Made in America, made for the world.” The event marked a watershed moment in how the U.S. public-sector and private-sector converge around AI infrastructure, signalling a deeper alignment between corporate ambition and national strategic priority.
Speaking at the Walter E. Washington Convention Center, he praised the domestic technology agenda and introduced a suite of corporate and government collaborations that underscore the shift.
Huang disclosed that NVIDIA will build seven new supercomputers for the U.S. Department of Energy, the largest of which will incorporate 100,000 of NVIDIA’s “Blackwell” AI chips and be deployed at Argonne National Laboratory.
He credited the “America First” manufacturing initiative with enabling these investments and said the company’s chip production in Arizona and system assembly in Texas and Virginia demonstrate a return of high-end computing jobs to the United States.
Telecommunications also featured prominently.
Huang announced a US$1 billion investment in Nokia to co-develop an AI-native 6G wireless stack under the NVIDIA “ARC” brand.
He described this initiative as essential to ensuring the foundational communications infrastructure isn’t built on foreign-led platforms.
Meanwhile, in mobility, NVIDIA revealed a partnership with Uber to roll out 100,000 autonomous vehicles by 2027, supported by its DRIVE Hyperion 10 architecture.
The event also placed emphasis on national security and supply-chain resilience.
Huang referenced longstanding export restrictions to China that had eroded NVIDIA’s market share and suggested engagement with global developers—including China—is necessary to finance future innovation.
He said U.S. leadership will be defined not only by domestic production but by open model ecosystems, quantum-GPU interconnects (NVQLink) and “AI factories” built around digital twins and physical-AI workflows.
The market responded immediately: NVIDIA’s stock surged more than five percent to a record high following the conference announcements.
Analysts emphasised that the combination of domestic manufacturing plays, U.S. government contracts and aggressive deployment road-maps had materially strengthened NVIDIA’s competitive position.
As the keynote closed, Huang returned repeatedly to themes of national renewal and technological sovereignty, invoking the phrase “The Age of AI has begun.
Blackwell is its engine.
Made in America, made for the world.” The event marked a watershed moment in how the U.S. public-sector and private-sector converge around AI infrastructure, signalling a deeper alignment between corporate ambition and national strategic priority.
