📋 Quick Takeaways

• U.S. Department of Energy announces record-breaking supercomputer with 100,000 NVIDIA Blackwell GPUs delivering 1,000 exaflops of AI performance
• Microsoft Ignite 2025 showcases enterprise agentic AI revolution with Copilot Studio and Azure AI Foundry innovations (Nov 18-21)
• Pentagon elevates quantum technology to core military priority in new six-part defense strategy
• TSMC advanced packaging identified as critical AI bottleneck despite strong demand and silicon production capacity
• $500M+ in AI infrastructure investments including GMI Cloud’s Taiwan data center and NVIDIA-RIKEN Japanese supercomputers
• Enterprise AI adoption accelerates with Levi Strauss deploying Azure-native orchestrator agents and NTT DATA recognized as agentic AI leader
• Perplexity upgrades Comet Assistant with 23% performance improvement and enhanced user control

🏗️ AI Infrastructure & Supercomputing

U.S. Department of Energy to Build World’s Largest AI Supercomputer With 100,000 NVIDIA Blackwell GPUs

Historic Investment: The U.S. Department of Energy announced on October 27, 2025 (with deployment details finalized in November 2025) that its Solstice supercomputer at Argonne National Laboratory will feature 100,000 NVIDIA Blackwell GPUs, making it the largest AI supercomputer in the DOE’s laboratory complex.