NVIDIA and Oracle will build what they say will be the Energy Department’s largest AI supercomputer at Argonne National Laboratory, aiming to speed scientific discovery and bolster U.S. technological leadership. The project includes Solstice, outfitted with 100,000 NVIDIA Blackwell GPUs, and Equinox, with 10,000 GPUs, delivering a combined 2,200 exaflops of AI performance. The systems, linked by NVIDIA networking and integrated with Oracle Cloud Infrastructure, are meant to train frontier and reasoning models for open science and national-security applications, with Equinox targeted for availability in the first half of 2026. The initiative, structured as a public‑private partnership, underscores Washington’s push to expand domestic AI capacity while raising the usual uncertainties flagged in both companies’ forward‑looking statements.
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