Nvidia Unveils Partnerships and Drive Hyperion at GTC

At GTC in Washington, Nvidia CEO Jensen Huang delivered a nationalistic keynote aligning the company with U.S. industrial policy and announced a slate of partnerships with Nokia (a $1 billion tie-up for AI‑native 6G/AI‑RAN), Samsung, Hyundai, Palantir, Oracle, telecoms and a reported tie to Uber’s autonomous efforts. Nvidia unveiled Drive Hyperion as a reference platform to standardize robotaxis and NVQLink to connect quantum processors with GPU systems. Huang said Blackwell GPUs are in full production in Arizona with U.S. wafer and assembly, and Nvidia reported strong shipments while projecting massive future GPU revenue as the company recently hit a roughly $5 trillion valuation. The company is positioning itself as a builder of the full AI stack—hardware, connectivity and enterprise software—to capture recurring revenue and platform control across sectors. Observers warned the expansion raises huge energy and infrastructure demands, policy and margin risks, and security and trust concerns after a deepfaked “Huang” crypto‑scam briefly outperformed the real stream online.