"Trump called Blackwell a "super duper" chip and began to open the door to possible sales as he met with China's leader. Trump said Blackwell chips were on the table in a meeting with Chinese leader Xi Jinping. A trade dispute and China's desire to make its own high-end chip had these chips locked out of China. Trump said. "We'll be speaking about Blackwells." If China's door is open, it could mean billions of dollars in sales for Nvidia."
"Nvidia CEO Jensen Huang announced that his company would help build a supercomputer to help maintain and advance the U.S. nuclear arsenal. It will partner with Oracle and could contribute as many as 100,000 Blackwell chips. The project will include as many as seven of these supercomputers. SK Hynix, an Nvidia supplier, said it had already sold its 2026 supply of high-end memory semiconductors. It shows demand for AI chips continues to rise."
"Nvidia made a $1 billion investment in Nokia, which involves artificial intelligence projects and data center installations. It shows the extent to which Nvidia is moving into AI center infrastructure, which is outside its traditional business. Huang is on his way to South Korea, where he may meet with President Trump and could announce deals with SK Group and Samsung."
Nvidia's market capitalization climbed sharply toward $5 trillion following a series of major deals announced within 48 hours. The company will manufacture cutting-edge Blackwell chips in Arizona, expanding production beyond Taiwan and potentially enabling sales to China if diplomatic talks proceed. Nvidia will partner with Oracle to build up to seven supercomputers to support and advance the U.S. nuclear arsenal, possibly supplying as many as 100,000 Blackwell chips. Supplier SK Hynix sold its 2026 high-end memory supply, signaling rising AI-chip demand. Nvidia also made a $1 billion investment in Nokia for AI and data-center projects and is pursuing deals in South Korea.
Read at 24/7 Wall St.
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