NVIDIA and Partners Build America's AI Infrastructure
COMPILED NOTES
Maps the AI-infra supply chain (DOE supercomputers, neoclouds, power/cooling vendors) on GB300 NVL72; Solstice 100k Blackwell, xAI Colossus 2 500k+ GPUs
NVIDIA — Building America's AI Infrastructure
Core Announcement
NVIDIA + US DOE national labs + leading US companies building scaled AI systems (announced at GTC Washington DC).
Key Numbers
- 7 new DOE supercomputers (Argonne, Los Alamos).
- Solstice: 100,000 Blackwell GPUs (DOE's largest AI supercomputer). Equinox: 10,000 Blackwell (2026). Combined 2,200 exaflops AI.
- xAI Colossus 2 (Memphis): 500,000+ GPUs.
- Lambda AI Factory (Kansas City): 100+ MW, 10,000+ GB300 NVL72 GPUs.
- Global AI (NY): 128 GB300 NVL72 racks (9,000+ GPUs).
Supply-Chain Map (entities to compile)
- Systems: Oracle, HPE, Cisco, Dell, Supermicro.
- Construction: Bechtel, Jacobs.
- Power & cooling: Eaton, GE Vernova, Hitachi, Mitsubishi Electric, Schneider Electric, Tesla, Trane, Vertiv.
- Clouds/model builders: Akamai, CoreWeave, Google Cloud, Lambda, Microsoft, Oracle, Together AI, xAI.
- Enterprise: Eli Lilly (DGX SuperPOD B300), Mayo Clinic (B200).
Source: NVIDIA Partners Build America's AI Infrastructure — NVIDIA Newsroom, 2025-10-28. Full-text fetched.
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