Nvidia with a series of historic updates - pushing the market to new highs
Nvidia ($NVDA) is breaking the rules of the game – not with another report, but on a day that feels like a decade of concentrated innovation. At GTC today, a saga of announcements was revealed that are shaking up all sectors – communications, transportation, medicine, government, industry, and cloud.
Huge partnerships – from America to Finland
A $1 billion investment in Nokia ($NOK) – which will become a key partner in developing the NVIDIA ARC platform, serving as the base station for 6G. Nokia is issuing 166.4 million new shares at $6.01 – and the stock jumps by 25%!
The U.S. Department of Energy is collaborating with Nvidia on building 7 new AI supercomputers – a global technological record.
New partnerships on the way – with Samsung and Hyundai in the field of AI and smart manufacturing.
Unprecedented transaction volume. Jensen Huang, Nvidia's CEO, stated that the company expects $500 billion in transactions over the next six quarters – a forecast that could change the entire chip market.
Additionally, he revealed that 20 million Blackwell Ruben generation graphics cards will be shipped to the market – a number reminiscent of the Pascal generation boom and several times larger.
Strategic collaborations
Palantir ($PLTR) – will integrate CUDA-X, open-source NEMOTRON models, and Nvidia's accelerated computing.
CrowdStrike ($CRWD) – connecting cyber and AI in real time.
Uber ($UBER) – partnership for an autonomous vehicle network with up to 100,000 vehicles on the Drive AGX Hyperion 10 platform, also supported by Stellantis ($STLA), Lucid ($LCID), and Mercedes-Benz.
Vertiv ($VRT) – developing gigawatt architectures for NVIDIA Omniverse DSX.
Eli Lilly ($LLY) – operates the world's largest AI factory for drug discovery, based on NVIDIA Blackwell DGX SuperPod servers.
Oracle ($ORCL) – building the world's largest supercomputer for the Department of Energy.
Accenture ($ACN) – an integrated cloud solution with NVIDIA Omniverse and AI.
Johnson & Johnson ($JNJ) – medical robotics on NVIDIA's Isaac platform.
Supermicro ($SMCI) and HPE ($HPE) – expanding alliances in the field of secure AI factories.
Cisco ($CSCO) – innovation in cloud and AI-based communication.
Microsoft ($MSFT) – the AZURE cloud platform will be the first to offer RTX Pro 6000 Blackwell Server cards.
The vision: a world entirely accelerated by Nvidia. Huang's vision spans from the sky to infrastructure — humanoid robots, digital factories, autonomous transportation, and 6G.
He states that humanoid robotics will become the largest electronics market in the world, and that Nvidia's platform will be the heart of every future AI system.
(Hmmmm.... we just talked about robotics here today!)
The $NVDA stock officially crosses the $200 per share mark, and is just 3% away from a $5 trillion market cap – an unprecedented achievement in stock market history.
Nvidia
This is not just another ordinary day on Wall Street – this is a day when Nvidia is rewriting the history of technology!