Benzingaยท2025-10-29 14:20Core Insights - NVIDIA Corp. and Oracle Corp. are collaborating to build the largest artificial intelligence supercomputer for the U.S. Department of Energy, utilizing over 100,000 GPUs [1][3] - The supercomputer aims to enhance the development of advanced AI models and accelerate research across various scientific and industrial applications [1] - NVIDIA's stock has reached all-time highs, surpassing a $5 trillion market valuation, driven by significant product updates and partnerships [5] Partnership Details - NVIDIA will supply its advanced AI GPUs, while Oracle will provide cloud infrastructure and expertise in enterprise-grade cloud services [3] - The supercomputer, named Solstice, will feature 100,000 Nvidia Blackwell GPUs and is expected to be delivered in 2026 [3][4] - Another system, Equinox, will consist of 10,000 Blackwell GPUs, with construction starting immediately at the DOE's Argonne Leadership Computing Facility [4] Market Performance - NVIDIA shares surged by 10% following its GTC event, contributing to the stock's rise to $210.00, marking a 4.46% increase on Wednesday morning [5] - The stock rally is attributed to new product updates, multi-billion dollar AI chip orders, and major partnerships, including collaborations with Nokia for 6G networks and various companies in robotics, pharmaceuticals, and telecom [5]