NVDA Stock Hits New All-Time Highs: What’s Fueling The Rally?

• NVIDIA partnered with the U.S. Department of Energy to build seven AI-driven supercomputers at Argonne and Los Alamos labs.
• DOE’s Solstice supercomputer will deploy 100,000 of Nvidia’s latest Blackwell GPUs.
• The company also introduced NVQLink, an open architecture connecting GPUs with quantum processors to power hybrid quantum supercomputers.

NVIDIA Corp.’s (NVDA) stock hit a fresh all-time high of $196.57 on Tuesday after announcing a collaboration with the U.S. Department of Energy (DOE) to develop seven new artificial intelligence-powered supercomputers and launching its NVQLink architecture. 

The company’s CEO, Jensen Huang made the announcement in his keynote speech at the Nvidia GTC conference. The supercomputers will be located at the Argonne National Laboratory and the Los Alamos National Laboratory. 

Advancing AI and Energy Research

The initiative underscores the government’s increasing reliance on AI to accelerate breakthroughs in energy production and national security.

Huang described the project as a pivotal development in the new “AI industrial revolution.” He also commended President Trump’s pro-energy policies

At the time of writing Nvidia’s stock pared some of the gains and traded over 2% higher. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels. 

Central to the partnership is the construction of the DOE’s most powerful AI supercomputer to date, called Solstice. Developed jointly by Nvidia, Oracle (ORCL), and the DOE, the system will harness 100,000 of Nvidia’s latest Blackwell GPUs. 

Complementing Solstice, another high-performance system known as Equinox will integrate 10,000 Blackwell GPUs and is slated for launch in 2026. 

“It is imperative that America lead the race to the future — this is our generation’s Apollo moment. The next wave of inventions, discoveries and progress will be determined by our nation’s ability to scale AI infrastructure.”

-Jensen Huang, Founder and CEO, NVIDIA.

 NVQLink architecture

The company also unveiled its new NVQLink architecture, an open system designed to bridge GPU computing with quantum processors, to enable hybrid quantum supercomputers. 

The company said the platform will enable faster, more efficient quantum research by linking classical AI-driven systems with quantum hardware.

NVQLink introduces an open integration framework connecting 17 quantum processing unit (QPU) builders, five controller developers, and nine U.S. national labs. 

The system supports a low-latency, high-bandwidth link between GPUs and quantum processors, helping researchers address one of quantum computing’s most complex challenges, keeping qubits stable and error-free during calculations.

NVIDIA stock has gained over 40% in the last 12 months. 

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