Gildas Omont
$NVDA (NVIDIA Corporation) : A Historic Contract and Record Order Book Nvidia has just signed a major contract with the U.S. Department of Energy to build seven supercomputers, the most powerful of which will feature 100,000 Blackwell chips—its latest AI processors. This partnership is part of the modernization of the nuclear arsenal and scientific research, reinforcing Nvidia’s central role in the U.S. strategy for artificial intelligence and energy. The company now boasts a record order book of $500 billion over the next five quarters, highlighting its market dominance. At its GTC conference, Nvidia also unveiled major technological advancements: a solution to connect its chips to quantum computers and a $1 billion partnership with $NOKIA.HE (Nokia Corp.) to develop 6G technology. Nvidia’s stock reacted positively, gaining nearly 5% following these announcements. The company is also expanding its influence in various sectors, such as security (with $PLTR (Palantir Technologies Inc.) ) and autonomous mobility (with $UBER (Uber Technologies Inc.) ) while consolidating its production in the U.S. This further proves that Nvidia remains a key player in technological innovation.
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