NVIDIA and Partners to Develop AI Infrastructure in the USA

NVIDIA announces an ambitious project in collaboration with several partners to build the artificial intelligence infrastructure needed for the next industrial revolution in the USA.

Published on Oct 28, 2025 at

NVIDIA and Partners to Develop AI Infrastructure in the USA

Expansive Project Launch

According to a press release by NVIDIA, the company, in partnership with various stakeholders, is embarking on a large-scale project to establish an artificial intelligence infrastructure across the United States. This project is described as a blueprint to power the next industrial revolution, focusing on the technological innovations required for this transition.

Strategic Collaborations

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NVIDIA states that the development of this infrastructure relies on strategic collaborations with different partners. These partnerships are designed to enhance technological capabilities and support the widespread adoption of artificial intelligence, although specific details regarding the partners involved or the nature of the collaborations were not disclosed in the release.

Context

Period

Period: 3T 2026

Guidance from the release

Blackwell sales are off the charts, and cloud GPUs are sold out.
Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.

Risks mentioned

Reliance on third parties for manufacturing, assembly, packaging and testing
Competition and technological development risks
Market acceptance and integration risks for products and partners
Regulatory and geopolitical risks

Opportunities identified

Accelerating compute demand across training and inference driven by AI
Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
Geographic expansion investments (UK, Germany, South Korea, US manufacturing)

Expansive Project Launch

Strategic Collaborations

Context

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