🇺🇸 America Will Build Largest AI Supercomputer

Also: Bill Gates warns AI's rise demands urgent balance

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Welcome, AI enthusiasts

NVIDIA and Oracle are partnering with the U.S. Department of Energy to build the nation’s largest AI supercomputer. The new systems will power research with 100,000 NVIDIA Blackwell GPUs, helping scientists push the limits of discovery and innovation. Let’s dive in!

In today’s insights:

  • America Will Build Largest AI Supercomputer

  • Bill Gates warns AI's rise demands urgent balance

  • Gemini for Home early access starts in the US

Read time: 5 minutes

LATEST DEVELOPMENTS

Evolving AI: NVIDIA and Oracle team up with the U.S. Department of Energy to build the nation’s largest AI supercomputer at Argonne National Laboratory.

Key Points:

  • Solstice will feature 100,000 NVIDIA Blackwell GPUs, delivering 2,200 exaflops of AI performance.

  • Built in collaboration with Oracle and the DOE, it will drive AI-powered scientific discovery.

  • The project reflects a new public-private model under the Trump Administration to boost U.S. tech leadership.

Details:

Solstice and Equinox, two new AI supercomputers at Argonne National Laboratory, mark a milestone in America’s scientific computing. Powered by 100,000 NVIDIA Blackwell GPUs and Oracle’s cloud infrastructure, these systems will enable thousands of researchers to train frontier and reasoning models for open science. The goal: accelerate breakthroughs in energy, healthcare, and materials research while advancing agentic AI development for public research.

Why It Matters:

If you build AI products, this is a new playground you can actually use: Argonne plans open calls that let public researchers train reasoning models on real scientific data, not just web text. Think protein design, battery chemistry, climate modeling, even live experiment loops tied to the Advanced Photon Source. Training jobs that were priced out on commercial clouds suddenly get runway, and timelines compress from months to weeks. Scientists can soon train models that reason and act autonomously in complex research settings, from predicting material behavior to simulating biological systems.

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Evolving AI: Bill Gates says AI could reshape jobs and energy systems faster than people expect.

Key Points:

  • Gates calls AI the biggest tech shift of his lifetime, comparing it to the birth of the Internet.

  • He warns that while AI will create value, many jobs and industries must prepare for disruption.

  • Gates urges investment in education, reskilling, and cleaner energy to manage AI’s growth.

Details:

Bill Gates told CNBC that AI’s impact will be as far-reaching as the Internet’s debut. He expects major shifts in how people work and how societies power this new digital infrastructure. Gates believes AI will boost productivity but warns that millions of workers could be displaced unless training and education catch up. He also flagged AI’s steep energy needs, calling for innovation in clean energy systems like nuclear power.

Why It Matters:

Gates’ message isn’t about slowing AI down but steering it responsibly. The shift will pressure governments to rethink workforce training and companies to build AI-ready teams. Energy use is becoming an overlooked bottleneck, and Gates is pushing for smarter infrastructure to sustain this wave. The question now is whether societies can adapt as quickly as the technology itself.

Source: Google

Evolving AI: Google is rolling out Gemini for Home, replacing Google Assistant on Nest devices.

Key Points:

  • US users can now request early access to Gemini for Home through the Google Home app.

  • The update brings Gemini’s conversational AI to smart home devices.

  • Once activated, users can’t revert to the old Google Assistant.

Details:

Gemini for Home marks a major shift in Google’s smart home lineup. The AI model behind it, Gemini, can handle more complex commands and conversations than Google Assistant ever could. To join early access, users need to adjust their Google Groups settings and apply through the Google Home app. Some premium features, like Gemini Live and camera history search, require a paid Home Premium subscription.

Why It Matters:

This switch isn’t just a new voice, it’s a new way to run your home: Nest devices move from barked commands to back-and-forth chats, which means cleaner routines, faster follow-ups, and hands-free tasks like “what happened on the driveway at 2pm?” pulling clips instead of notifications you miss. Early access is live in the US and it’s a one-way door, so test it where natural conversation helps most. Some perks sit behind Home Premium, including Gemini Live and smarter camera search, which makes security and household workflows feel less fiddly and more immediate.

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