Nvidia Hosts First Developer Event in Washington, D.C., Strengthening Ties with U.S. Government
Nvidia Hosts First Developer Event in Washington, D.C., Strengthening Ties with U.S. Government
Nvidia is drawing significant attention by holding its fall developer conference, GTC (GPU Technology Conference), in Washington, D.C. On October 28, 2025 (local time), Nvidia CEO Jensen Huang kicked off the event with a keynote address at GTC in Washington, presenting Nvidia's latest technology trends and future vision. This event, in particular, is seen as an important opportunity that goes beyond a simple technology presentation, demonstrating Nvidia's strengthening cooperation with the U.S. government. The decision to hold GTC in Washington reflects a strategic judgment to build close cooperative relationships with U.S. government agencies and to support the government's active use of Nvidia's technology. This can be interpreted as Nvidia's intention to move beyond being a simple technology company and establish itself as a core technology company directly related to national security.
During his keynote address, Nvidia CEO Jensen Huang drew attention by emphasizing his close relationship with former U.S. President Donald Trump. He mentioned that Donald Trump had contacted him about attending the GTC event, but said he "had to go to Korea," indirectly hinting at his personal friendship with Donald Trump and Nvidia's close working relationship with the U.S. government. This is expected to positively impact Nvidia's ability to secure policy support from the U.S. government and build an even stronger presence in the U.S. market. Also noteworthy is Nvidia's active participation in the construction of artificial intelligence supercomputers. Nvidia is scheduled to build seven AI supercomputers for the U.S. Department of Energy, demonstrating how Nvidia's AI technology can be used to build national core infrastructure. This collaboration with the government is expected to earn Nvidia recognition for its technology and provide opportunities to participate in more government projects in the future.
Nvidia announced at this GTC that it had secured $500 billion in orders in the AI chip sector, demonstrating its overwhelming competitiveness in the AI market. This is an indicator that Nvidia is leading the AI chip market and generating huge profits. In addition, Nvidia announced a partnership with Nokia, a Finnish telecommunications equipment company, foreshadowing that it will lead technological innovation in the 5G communications field as well. The collaboration between Nvidia and Nokia presents the possibility of developing new business models along with the advancement of 5G communication technology, raising expectations in related industries. Nvidia's aggressive moves are seen as demonstrating its commitment to strengthening its global leadership in future technology fields such as AI and 5G. Nvidia is expected to continue to expand its influence in the global market by strengthening technological innovation and cooperation with the U.S. government.
Meanwhile, news also emerged that shares of Nvidia's competitor, Intel, have been soaring for the fourth day in a row, driven by the continued momentum of strong third-quarter results. Intel reported revenue of $13.65 billion for the third quarter of this year, with adjusted earnings per share (EPS) of $0.23. This shows that Intel is demonstrating its resilience by achieving outstanding results despite a challenging market environment. Intel's rising stock price is a factor that is raising expectations for a recovery in the semiconductor market and is expected to affect the competitive landscape with Nvidia. Intel is challenging Nvidia in the AI chip market based on its dominant position in the CPU market, and competition between the two companies is expected to intensify. This competition is expected to promote technological innovation and contribute to providing consumers with better products and services. The competitive landscape between Nvidia and Intel will be an important variable that will determine the future of the semiconductor market, and the related industry is paying close attention.
