NVIDIA pledged $1 billion over five years to higher-education research, quantum computing, and government cloud services at the 'Science: A New Golden Age' event in Washington on October 13, connecting the pledge to Phase 2 of President Trump's Genesis Mission covering fusion energy and accelerator design.
An analyst separately argued that NVIDIA's projected AI rack capacity share falling from roughly 65% to 48% by 2030 is misleading, given UBS projections of roughly ninefold total capacity growth.