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NVIDIA GTC: Quantum Supercomputer, Robotaxi, Nokia $1B Stake, Deals & Crosses $5 Trillion Market Cap
Updated on Wed, Oct 29, 2025
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Just a few months ago (July), GPU maker and AI leader NVIDIA became the first company to breach the $4 trillion market capitalization mark.
Now, NVIDIA has already hit a market cap of $5 trillion—currently sitting at 5.11 trillion—and has become the first company to cross the $5 trillion mark.
This mega achievement comes as NVIDIA hosts its coveted GTC event is underway—from October 27 to October 29—in Washington, D.C. This is the company's second GTC conference this year.
Check out the event’s highlights in short.
Like 2025’s first GTC event, the new iteration’s keynote speech was held by the company’s founder and CEO, Jensen Huang, which opened with an emotional and patriotic video clip.
It also featured images of United States-based inventors Benjamin Franklin, Alexander Graham Bell, Thomas Edison, the Wright Brothers, Steve Jobs, and Bill Gates, which meant to portray the U.S. as innovators and bringers of technological transformations.
“It’s difficult not to be sentimental about America after watching that video,” said Huang after the video ended, and he took the stage to announce a series of new partnerships, products, and promises that NVIDIA aims to deliver this year.
Here are some of the top announcements made at NVIDIA GTC:
Huang revealed that NVIDIA and Nokia signed a strategic partnership that would see NVIDIA invest $1 billion in Nokia (at $6.01 per share) for a 2.9% stake in Nokia, which is subject to customary closing conditions.
Furthermore, Nokia will infuse NVIDIA-powered, commercial-grade AI-RAN products to enable communication service providers to launch AI-native 5G-Advanced and 6G networks on NVIDIA platforms. It will also help mobile operators to improve performance, efficiency, and network experiences for AI experiences.
T-Mobile U.S. will join the two to drive and test AI-RAN technologies, with trials expected to begin in 2026.
NVIDIA also introduced Aerial RAN Computer Pro (ARC-Pro), a 6G-ready accelerated computing platform that combines connectivity, computing and sensing capabilities. Nokia will embed NVIDIA ARC-Pro in its new AI-RAN solution.
“Telecommunications is a critical national infrastructure—the digital nervous system of our economy and security,” said Huang, founder and CEO of NVIDIA. “Built on NVIDIA CUDA and AI, AI-RAN will revolutionize telecommunications ... Together with Nokia and America’s telecom ecosystem, we’re igniting this revolution, equipping operators to build intelligent, adaptive networks that will define the next generation of global connectivity.”
NVIDIA also plans to release NVIDIA Aerial software as open source soon.
NVIDIA introduced NVQLink, a new product that uses open system architecture to directly connect quantum processors to world-leading, GPU-based supercomputers.
Researchers and developers can access NVQLink through the NVIDIA CUDA-Q platform to create and test applications using the combined power of CPUs, GPUs, and quantum processors and help set the stage for the hybrid quantum-classical supercomputers of the future.
Qubits, which are the basic units of quantum information, are prone to errors due to their sensitive nature. They require correction and stabilization through classical computers, which is where NVQLink aims to enhance the connection between the two.
“In the near future, every NVIDIA GPU scientific supercomputer will be hybrid, tightly coupled with quantum processors to expand what is possible with computing,” said Huang. “NVQLink is the Rosetta Stone connecting quantum and classical supercomputers—uniting them into a single, coherent system that marks the onset of the quantum-GPU computing era.”
Brookhaven National Laboratory, Fermi Laboratory, Lawrence Berkeley National Laboratory (Berkeley Lab), Los Alamos National Laboratory, MIT Lincoln Laboratory, Oak Ridge National Laboratory, Pacific Northwest National Laboratory and Sandia National Laboratories are some of the supercomputing labs that helped develop the new high-speed interconnect and plan to use it.
NVIDIA announced a landmark collaboration with Oracle to build the U.S. Department of Energy (DOE)’s largest AI supercomputer, which will consist of a record-breaking 100,000 NVIDIA Blackwell GPUs.
The Solstice supercomputer will push the DOE’s goal of developing AI tech that will enhance U.S. security, science, healthcare, and energy applications, as well as develop agentic scientists, boosting R&D productivity and accelerating discovery.
Another supercomputer, called Equinox, will feature 10,000 NVIDIA Blackwell GPUs and is expected to be available in the first half of 2026.
Both supercomputers will be housed at Argonne National Laboratory and deliver a combined 2,200 exaflops of AI performance, enabling scientists and researchers to develop and train new frontier models and AI reasoning models for open science, as well as NVIDIA, Argonne and the DOE’s research collaborations.
They will also be used to deploy next-generation infrastructure in national security.
Argonne unveiled three powerful NVIDIA-based systems—Tara, Minerva and Janus—which will expand access to AI-driven computing for researchers across the country.
NVIDIA announced the build-out of an AI Factory Research Center at Digital Realty in Virginia, which will be powered by the NVIDIA Vera Rubin platform and will accelerate breakthroughs in GenAI, scientific computing, digital twin technology, and advanced manufacturing.
NVIDIA also spoke about collaborations with Cisco, Dell Technologies, HPE, and Supermicro to build secure, scalable AI infrastructure using NVIDIA GPUs and AI software, while companies such as Akamai, CoreWeave, Global AI, Google Cloud, Lambda, Microsoft, 5C, xAI, and Oracle are using NVIDIA’s products to push AI tech in the U.S.
Pioneer in medicine, Lilly, said it was deploying the largest, most powerful AI factory wholly owned and operated by a pharmaceutical company. This will be built using 1,016 NVIDIA Blackwell Ultra GPUs and will enhance drug discovery, accelerate breakthroughs in genomics, personalize medicine and molecular design at industrial scale, and will be used to train large-scale biomedical foundation and frontier models for drug discovery and development.
NVIDIA and Uber are partnering to build the world’s largest fleet of safe, scalable, AI-defined level 4 autonomous vehicles (AV), with the plan of scaling Uber’s global fleet to 100,000 vehicles over time, starting in 2027.
This will be powered by NVIDIA’s new DRIVE AGX Hyperion 10 AV development platform and leverage NVIDIA’s DRIVE AV software. The move will see Uber bring together human drivers and AVs into a single operating network to offer ride-hailing services that use human and robot drivers.
“Robotaxis mark the beginning of a global transformation in mobility—making transportation safer, cleaner and more efficient,” said Jensen Huang. “Together with Uber, we’re creating a framework for the entire industry to deploy autonomous fleets at scale, powered by NVIDIA AI infrastructure. What was once science fiction is fast becoming an everyday reality.”
At the same time, automaker Stellantis announced a new collaboration with NVIDIA, Uber, and Foxconn to jointly develop and deploy Level 4 robotaxi services worldwide.
Similarly, Lucid and Mercedes-Benz will leverage NVIDIA’s AV software and hardware, including AI chips.
Meanwhile, NVIDIA and Uber will continue to support and accelerate partners using the NVIDIA DRIVE level 4 platform, which includes Avride, May Mobility, Momenta, Nuro, Pony.ai, Wayve, and WeRide, as well as with Aurora, Volvo Autonomous Solutions and Waabi in trucking.
Do you think these moves will help the U.S. become the undisputed leader in the AI sector?
Let us know in the comments below!
NVIDIA Becomes The First Company To Cross The $5 Trillion Market Capitalization Mark
Now, NVIDIA has already hit a market cap of $5 trillion—currently sitting at 5.11 trillion—and has become the first company to cross the $5 trillion mark.
This mega achievement comes as NVIDIA hosts its coveted GTC event is underway—from October 27 to October 29—in Washington, D.C. This is the company's second GTC conference this year.
Check out the event’s highlights in short.
NVIDIA GTC 2025
Like 2025’s first GTC event, the new iteration’s keynote speech was held by the company’s founder and CEO, Jensen Huang, which opened with an emotional and patriotic video clip.
It also featured images of United States-based inventors Benjamin Franklin, Alexander Graham Bell, Thomas Edison, the Wright Brothers, Steve Jobs, and Bill Gates, which meant to portray the U.S. as innovators and bringers of technological transformations.
“It’s difficult not to be sentimental about America after watching that video,” said Huang after the video ended, and he took the stage to announce a series of new partnerships, products, and promises that NVIDIA aims to deliver this year.
Here are some of the top announcements made at NVIDIA GTC:
NVIDIA And Nokia’s $1 Billion Deal
Huang revealed that NVIDIA and Nokia signed a strategic partnership that would see NVIDIA invest $1 billion in Nokia (at $6.01 per share) for a 2.9% stake in Nokia, which is subject to customary closing conditions.
Furthermore, Nokia will infuse NVIDIA-powered, commercial-grade AI-RAN products to enable communication service providers to launch AI-native 5G-Advanced and 6G networks on NVIDIA platforms. It will also help mobile operators to improve performance, efficiency, and network experiences for AI experiences.
T-Mobile U.S. will join the two to drive and test AI-RAN technologies, with trials expected to begin in 2026.
NVIDIA also introduced Aerial RAN Computer Pro (ARC-Pro), a 6G-ready accelerated computing platform that combines connectivity, computing and sensing capabilities. Nokia will embed NVIDIA ARC-Pro in its new AI-RAN solution.
“Telecommunications is a critical national infrastructure—the digital nervous system of our economy and security,” said Huang, founder and CEO of NVIDIA. “Built on NVIDIA CUDA and AI, AI-RAN will revolutionize telecommunications ... Together with Nokia and America’s telecom ecosystem, we’re igniting this revolution, equipping operators to build intelligent, adaptive networks that will define the next generation of global connectivity.”
NVIDIA also plans to release NVIDIA Aerial software as open source soon.
NVIDIA’s NVQLink: Merging Quantum Processors And Supercomputers
NVIDIA introduced NVQLink, a new product that uses open system architecture to directly connect quantum processors to world-leading, GPU-based supercomputers.
Researchers and developers can access NVQLink through the NVIDIA CUDA-Q platform to create and test applications using the combined power of CPUs, GPUs, and quantum processors and help set the stage for the hybrid quantum-classical supercomputers of the future.
Qubits, which are the basic units of quantum information, are prone to errors due to their sensitive nature. They require correction and stabilization through classical computers, which is where NVQLink aims to enhance the connection between the two.
“In the near future, every NVIDIA GPU scientific supercomputer will be hybrid, tightly coupled with quantum processors to expand what is possible with computing,” said Huang. “NVQLink is the Rosetta Stone connecting quantum and classical supercomputers—uniting them into a single, coherent system that marks the onset of the quantum-GPU computing era.”
Brookhaven National Laboratory, Fermi Laboratory, Lawrence Berkeley National Laboratory (Berkeley Lab), Los Alamos National Laboratory, MIT Lincoln Laboratory, Oak Ridge National Laboratory, Pacific Northwest National Laboratory and Sandia National Laboratories are some of the supercomputing labs that helped develop the new high-speed interconnect and plan to use it.
NVIDIA And Oracle’s Supercomputer
NVIDIA announced a landmark collaboration with Oracle to build the U.S. Department of Energy (DOE)’s largest AI supercomputer, which will consist of a record-breaking 100,000 NVIDIA Blackwell GPUs.
The Solstice supercomputer will push the DOE’s goal of developing AI tech that will enhance U.S. security, science, healthcare, and energy applications, as well as develop agentic scientists, boosting R&D productivity and accelerating discovery.
Another supercomputer, called Equinox, will feature 10,000 NVIDIA Blackwell GPUs and is expected to be available in the first half of 2026.
Both supercomputers will be housed at Argonne National Laboratory and deliver a combined 2,200 exaflops of AI performance, enabling scientists and researchers to develop and train new frontier models and AI reasoning models for open science, as well as NVIDIA, Argonne and the DOE’s research collaborations.
They will also be used to deploy next-generation infrastructure in national security.
More NVIDIA Supercomputers And Computing
Argonne unveiled three powerful NVIDIA-based systems—Tara, Minerva and Janus—which will expand access to AI-driven computing for researchers across the country.
NVIDIA announced the build-out of an AI Factory Research Center at Digital Realty in Virginia, which will be powered by the NVIDIA Vera Rubin platform and will accelerate breakthroughs in GenAI, scientific computing, digital twin technology, and advanced manufacturing.
NVIDIA also spoke about collaborations with Cisco, Dell Technologies, HPE, and Supermicro to build secure, scalable AI infrastructure using NVIDIA GPUs and AI software, while companies such as Akamai, CoreWeave, Global AI, Google Cloud, Lambda, Microsoft, 5C, xAI, and Oracle are using NVIDIA’s products to push AI tech in the U.S.
Pioneer in medicine, Lilly, said it was deploying the largest, most powerful AI factory wholly owned and operated by a pharmaceutical company. This will be built using 1,016 NVIDIA Blackwell Ultra GPUs and will enhance drug discovery, accelerate breakthroughs in genomics, personalize medicine and molecular design at industrial scale, and will be used to train large-scale biomedical foundation and frontier models for drug discovery and development.
NVIDIA And Uber Robotaxi Moves
NVIDIA and Uber are partnering to build the world’s largest fleet of safe, scalable, AI-defined level 4 autonomous vehicles (AV), with the plan of scaling Uber’s global fleet to 100,000 vehicles over time, starting in 2027.
This will be powered by NVIDIA’s new DRIVE AGX Hyperion 10 AV development platform and leverage NVIDIA’s DRIVE AV software. The move will see Uber bring together human drivers and AVs into a single operating network to offer ride-hailing services that use human and robot drivers.
“Robotaxis mark the beginning of a global transformation in mobility—making transportation safer, cleaner and more efficient,” said Jensen Huang. “Together with Uber, we’re creating a framework for the entire industry to deploy autonomous fleets at scale, powered by NVIDIA AI infrastructure. What was once science fiction is fast becoming an everyday reality.”
At the same time, automaker Stellantis announced a new collaboration with NVIDIA, Uber, and Foxconn to jointly develop and deploy Level 4 robotaxi services worldwide.
Similarly, Lucid and Mercedes-Benz will leverage NVIDIA’s AV software and hardware, including AI chips.
Meanwhile, NVIDIA and Uber will continue to support and accelerate partners using the NVIDIA DRIVE level 4 platform, which includes Avride, May Mobility, Momenta, Nuro, Pony.ai, Wayve, and WeRide, as well as with Aurora, Volvo Autonomous Solutions and Waabi in trucking.
Do you think these moves will help the U.S. become the undisputed leader in the AI sector?
Let us know in the comments below!
First published on Wed, Oct 29, 2025
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