US Government launches the Genesis Mission

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> Manhattan project–scale AI push for America's hardest science challenges, featuring real-time collab btw scientists, AI, & experimental national facilities

> goals: faster breakthroughs, national security, energy leadership, research productivity, better R&D returns, sustained tech dominance; ultimately doubling US science & engineering productivity within ~10 years

> DOE builds unified AI “American Science & Security Platform” on federal supercomputers + datasets (worth ~$200B/yr), trains science-specific models, deploys AI agents + robot labs for automated experiments

> 20+ grand challenges: manufacturing, biotech, materials, nuclear, quantum, chips - expands via White House

> consolidates fragmented agency AI programs into one platform, runs joint funding competitions

> opens up partnership frameworks to tech giants, AI labs, cloud platforms, etc. while becoming govt co-developers

> till Oct 26, $26B in commitments to cloud service providers for renting servers, despite pulling back it's own DGX cloud

> $12.6B last quarter to $26B now, though only $1B due before Q4 FY26

> includes contracts made with NVIDIA's own customers (ex. $1.5B Lambda deal for renting 18K of own chips) + liable to change, although exact details unknown

> buyers not named, but four customers represented 22%, 17%, 14%, & 12% of accounts receivable as of Oct 26, 2025

> revenue up 62% YoY to $57B last quarter, led by record datacenter sales

> from 800M (as of Oct '25), weekly active users to reach 2.6B by 2030

> 35M paid subscriptions (plus, pro, teams) vs 220M expected in 5 years

> aggressively growing enterprise & consumer adoption ex. ChatGPT Go made free for 12 months to Indian users

> 20% of future revenue to come from shopping (new shopping research mode recently launched), ads, search, etc.

> slowly adding new agentic features to further drive up adoption