Daily Tech: SMCI Expands, NVDA and China Supercomputer, Uber Integrates Waymo

FutureGate | May 20 2025

Supermicro Opens Orders for 20+ Enterprise AI Systems Featuring RTX Pro 6000 GPUs

Supermicro ($SMCI), a leading provider of high-performance computing solutions, has officially opened commercial orders for over 20 new enterprise-grade AI systems powered by NVIDIA’s RTX Pro 6000 GPUs. These systems are designed to meet growing global demand for scalable, energy-efficient AI infrastructure across data centers, research institutions, and enterprise environments.

The RTX Pro 6000 GPU features advanced ray-tracing capabilities, massive CUDA core counts, and optimized AI inference performance — ideal for deep learning, simulation, and generative AI workloads. Supermicro’s modular hardware platform enables custom configuration, giving enterprise clients flexibility to tailor systems to specific AI and ML needs. This move reinforces Supermicro’s position as a system integrator aligned with NVIDIA’s rapid ecosystem expansion and is expected to drive incremental top-line growth as enterprise AI adoption accelerates globally.

NVIDIA Partners with Foxconn, TSMC, and Taiwan’s Government to Build National AI Supercomputer

NVIDIA ($NVDA) has revealed a landmark strategic partnership with Taiwan’s government, TSMC, and Foxconn to jointly build a national AI supercomputer based in Taiwan. The initiative, announced ahead of the COMPUTEX 2025 conference, underscores NVIDIA’s deepening integration with global semiconductor and manufacturing powerhouses.

The AI supercomputer will serve as a national infrastructure platform to support R&D in fields such as generative AI, large language models, robotics, autonomous systems, and smart manufacturing. TSMC will provide the advanced chip fabrication technologies — including 3nm and beyond — while Foxconn will oversee systems integration and industrial deployment. Taiwan’s government is expected to contribute funding and regulatory support.

This initiative not only secures NVIDIA’s strategic supply chain position in East Asia but also reinforces Taiwan’s geopolitical importance as the epicenter of next-gen AI compute and chip innovation. For investors, this multi-party collaboration represents a robust tailwind for regional AI hardware scaling and affirms NVIDIA’s growing role in nation-scale compute infrastructure.

China Begins Assembly of Orbital AI Supercomputer to Overcome Terrestrial Bottlenecks

China has officially commenced construction of the world’s first orbital supercomputer, aimed at providing low-latency AI compute while dramatically reducing terrestrial data transmission limitations. Spearheaded by the Chinese Academy of Sciences and several aerospace research institutes, the system will be powered by solar energy and cooled through space-based thermal radiation.

The orbital compute platform will be used to process real-time satellite data, train AI models in orbit, and conduct intelligence and defense analysis independent of ground infrastructure. It will also act as a redundancy layer for national data security, potentially giving China a significant edge in AI-enabled space technologies and communications sovereignty.

This development marks a strategic leap in the militarization and commercialization of AI infrastructure and reflects Beijing’s commitment to decouple from U.S.-dominated terrestrial compute systems. The system is expected to complete phase one deployment by 2026. For global investors, this elevates China’s role in shaping the next frontier of AI computing — from Earth to orbit.

Rides into Atlanta Platform in First Major Rollout of Autonomous Taxi Access

Uber Technologies ($UBER) has launched early access to Waymo autonomous rides in Atlanta, marking a milestone in its integration of driverless vehicles into the mainstream ride-hailing market. The initiative is part of Uber’s broader strategy to reduce dependence on human drivers and improve ride unit economics over the long term.

Customers in designated Atlanta neighborhoods can now hail Waymo robotaxis directly through the Uber app, with full integration of pricing, routing, and estimated arrival times. This pilot follows successful launches in Phoenix and San Francisco and allows Uber to collect operational data on rider satisfaction, efficiency gains, and regulatory compliance.

By incorporating Waymo’s autonomous driving stack — widely regarded as one of the most advanced globally — Uber is positioning itself to lead in autonomous mobility as the industry shifts toward full self-driving capabilities. For long-term investors, this signals a potential inflection point in Uber’s cost structure and margins, particularly if driverless fleet adoption accelerates.