Nvidia plans to invest hundreds of billions of dollars in the US supply chain over the next four years. According to the Financial Times, the world's most valuable semiconductor company expects to spend around half a trillion dollars on electronics, with a significant portion allocated to US operations.
This substantial investment appears to be a response to Donald Trump's "America First" trade policies and follows similar announcements from other tech giants like Apple. CEO Jensen Huang pointed out that Nvidia can already manufacture its latest systems in the US through suppliers like TSMC and Foxconn. The announcement comes as the company launched GTC 2025 earlier this week, where it unveiled new AI accelerators.
Growing concerns about Huawei
In an interview with the Financial Times, Huang expressed serious concerns about Huawei's growing presence in AI chips and talked about sanctions not working. Huang also denied reports of a possible partnership with Intel. Previous reports had suggested that Nvidia, along with TSMC and other technology companies, could acquire stakes in Intel's manufacturing division. Nvidia's recent testing of Intel's new manufacturing processes had fueled speculation about a possible collaboration.
The shift toward US production receives substantial support from TSMC's investments. The Taiwanese chip manufacturer has pledged an additional $100 billion for production facilities in Arizona, on top of its previously committed $65 billion.
