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GTC ignites AI enthusiasm, Nvidia embraces the $5 trillion era
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From Nokia to Eli Lilly: Nvidia's GTC-DC Partners Embrace Full-Stack AI

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Moomoo Insights joined discussion · Oct 29 06:57
Below is an investor-focused summary of the key partnerships unveiled at $NVIDIA (NVDA.US)$ 's GTC-DC (GTCDC) event. The roundup details the collaborators, their market role, and the on-record announcements from the conference, organized by strategic category.
From Nokia to Eli Lilly: Nvidia's GTC-DC Partners Embrace Full-Stack AI
AI Platform for 6G
– $Nokia Oyj (NOK.US)$ — Global RAN/core vendor. NVIDIA is investing $1 billion for ~2.9% and co-building an AI-native 5G/6G platform using NVIDIA’s Aerial RAN Computer Pro; Nokia will integrate NVIDIA platforms into AirScale and “rewrite” key stack elements.
– $T-Mobile US (TMUS.US)$ — Tier-1 U.S. operator. Working with Nokia and NVIDIA to trial AI-RAN/6G capabilities on the Aerial platform, with early trials targeted from 2026.
– $Booz Allen Hamilton Holding Corp (BAH.US)$ — U.S. federal systems integrator. Part of the “All-American AI-RAN Stack” unveiled with NVIDIA alongside Cisco, MITRE and ODC to accelerate a domestic 6G path on NVIDIA Aerial.
– $Cisco (CSCO.US)$ — Networking leader. Also named in the AI-RAN Stack cohort demonstrating early 6G use cases on NVIDIA’s Aerial platform.
NVQLink (Quantum–GPU Interconnect)
– $IonQ Inc (IONQ.US)$ — Trapped-ion QPU maker. Listed launch partner for NVQLink, enabling direct QPU–GPU coupling for real-time control and error correction via CUDA-Q.
– $Rigetti Computing (RGTI.US)$ — Superconducting-qubit systems. Also a named NVQLink partner to build hybrid quantum-classical workflows on NVIDIA GPUs.
– $Keysight Technologies (KEYS.US)$ — Test & measurement; quantum control systems. Keysight contributes control hardware in the NVQLink partner set, supporting synchronized QPU-GPU operations.
– Infleqtion (pending ticker: INFQ via merger with $Churchill Capital Corp X (CCCX.US)$ ) — A Boulder-based neutral-atom quantum company spanning QPUs, sensing and control. Infleqtion is an official NVQLink partner; this week it said it will bring an NVIDIA NVQLink quantum system to Illinois and make its Sqale platform available through CUDA-Q for hybrid QPU-GPU workloads. NVIDIA’s NVQLink announcement lists Infleqtion among its supported QPU vendors.
Partners – Healthcare
– $Eli Lilly and Co (LLY.US)$ — Big-pharma leader. Announced a Blackwell-class DGX SuperPOD in Indianapolis (1,000+ B300 GPUs) to accelerate AI drug discovery, manufacturing and clinical workflows.
– $Johnson & Johnson (JNJ.US)$ — MedTech & pharma. J&J MedTech is adopting NVIDIA Isaac and accelerated compute to advance the MONARCH robotic urology platform and broader surgical AI initiatives.
Partners – AI Industrial
– $Caterpillar (CAT.US)$ — Heavy equipment & mining. Using NVIDIA Omniverse and the new Mega Blueprint to build factory/digital-twin simulations for robotics and production planning.
– $Taiwan Semiconductor (TSM.US)$ — Leading foundry. Manufacturing partner for Blackwell; NVIDIA and TSMC unveiled the first U.S-made Blackwell wafer in Arizona, underscoring the domestic AI-factory push.
Partners – Enterprise AI
– $Palantir (PLTR.US)$ — Enterprise data platforms for defense and industry. At GTCDC, Palantir said it will integrate NVIDIA accelerated computing, CUDA-X libraries and Nemotron open models into its Ontology at the core of AIP/Foundry, positioning the stack for "operational AI" in real-world workflows; Lowe's was cited as an early joint customer use case.
– $CrowdStrike (CRWD.US)$ — Leader in cloud cybersecurity and endpoint protection. CrowdStrike and NVIDIA unveiled always-on, continuously learning AI agents for cyber defense, built with Charlotte AI AgentWorks, Nemotron open models, NeMo Data Designer and NIM microservices, to run at the edge and in data centers.
– $ServiceNow (NOW.US)$ — Workflow automation and IT service management. ServiceNow and NVIDIA expanded their partnership around agentic AI for enterprise workflows, introducing the Apriel 2.0 multimodal reasoning model built with NVIDIA’s open technologies to bring explainable, compliant AI to regulated industries.
– $PayPal (PYPL.US)$ — Global payments network for consumers and merchants. PayPal disclosed it is building LLM-powered agentic commerce services with NVIDIA Nemotron and, per NVIDIA’s roundup, is targeting up to 50% gains in AI service throughput and cost efficiency as it scales open-model deployments. (Separately, PayPal also announced a ChatGPT payments tie-up with OpenAI.)
– $Synopsys (SNPS.US)$ — No.1 EDA vendor post-Ansys deal. Synopsys and NVIDIA are co-developing chip-design agents using NeMo Agent Toolkit and Nemotron open models/data, extending earlier Blackwell/Grace collaborations that cut EDA runtimes from days to hours.
– $Zoom Communications (ZM.US)$ — Enterprise communications and collaboration. Zoom said its federated AI architecture now incorporates NVIDIA Nemotron to power AI Companion 3.0 and custom, domain-specific agents for industries such as finance and healthcare.
– $Dynatrace (DT.US)$ — Observability and security analytics. Dynatrace is integrating its AI/LLM Observability into the NVIDIA Enterprise AI Factory validated design, providing end-to-end telemetry, guardrails and SLOs for agentic AI in production.
– $Cadence Design Systems (CDNS.US)$ — EDA and scientific computing. Cadence is pairing its JedAI Platform with NVIDIA Nemotron for agentic design assistants and has demonstrated Blackwell-accelerated CFD and SPICE speedups; NVIDIA's blog lists Cadence as an adopter improving designer productivity with open models.
Partners – Robotics
– $Amazon (AMZN.US)$ — Amazon Robotics and broader AWS ecosystem. Cited by NVIDIA as a Physical-AI collaborator adopting Isaac/GR00T models for robotic systems and warehouse automation.
– $Disney (DIS.US)$ — Disney Research/Imagineering. Co-developing “Newton,” a physics engine with NVIDIA and Google DeepMind; showcased the “Blue” robot at GTC as an early content-robotics demo.
Partners – Defense
– $Lockheed Martin (LMT.US)$ — Prime defense contractor. Ongoing collaboration with NVIDIA on AI-driven Earth/space digital-twins for NOAA, leveraging Omniverse and accelerated simulation.
– $Northrop Grumman (NOC.US)$ — Prime defense contractor. Expanding use of NVIDIA tech for space systems design and simulation; adopting RTX PRO servers/Omniverse and AI-physics workflows.
Partners – Robotics & Autonomous Mobility
– $Joby Aviation (JOBY.US)$ — eVTOL pioneer. Announced work with NVIDIA to advance Superpilot autonomous flight across military and civil programs.
– $Uber Technologies (UBER.US)$ — Ride-hailing platform. Partnering with NVIDIA to help scale a global robotaxi network; NVIDIA DRIVE platforms support Uber’s L4 ecosystem.
– $Stellantis NV (STLA.US)$ — Global automaker. Teaming with NVIDIA and Uber to engineer L4 robotaxis on STLA platforms using DRIVE AV and Hyperion 10 architecture.
– $Lucid Group (LCID.US)$ — EV maker. Plans a Level-4 self-driving midsize EV built on NVIDIA DRIVE AGX Thor and NVIDIA software for production/quality.
– $Pony AI (PONY.US)$ — Robotaxi & autonomous trucking. Platform runs on NVIDIA DRIVE Orin for scalable L4 deployments.
– $WeRide (WRD.US)$ — AD developer. Unveiled HPC 3.0 built on dual NVIDIA DRIVE AGX Thor for L4 autonomy with Lenovo AD1 hardware.
– $Aurora Innovation (AUR.US)$ — Driverless trucking. Primary compute moves to dual NVIDIA DRIVE Thor, with production hardware ramping toward scale.
What it means
GTCDC demonstrates NVIDIA successfully converting its full-stack platform ownership—spanning chips, CUDA-X, Omniverse, NIM/Cosmos/Isaac, Aerial, and CUDA-Q—into strategic, category-level adoption across telecom, quantum, healthcare, enterprise AI, industrials, defense, and mobility.
For investors, the takeaway is twofold: The near-term revenue impact will likely accrue from Blackwell system sales and the associated software attach. Simultaneously, NVIDIA's partners stand to benefit from accelerated, capex-linked demand and significant time-to-market advantages by adopting NVIDIA's reference blueprints.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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