Nvidia just shocked the market. Its stock exploded nearly 5% higher after a 24-hour news blitz that sent investors into a frenzy. The AI giant announced a $500 billion order forecast, a $1 billion investment in Nokia, and a historic partnership with the U.S. Department of Energy to build America’s biggest AI supercomputer, named Solstice. It will power seven national lab systems with over 100,000 Nvidia Blackwell GPUs. Every move Nvidia makes now reshapes entire industries—from telecom to transportation to national science. The numbers are massive, the pace is unreal, and the message is clear: the AI revolution runs on Nvidia.
