Nvidia, the world's most valuable semiconductor company, recently announced a multi-hundred-billion-dollar investment in its US supply chain over the next four years. According to the Financial Times, Nvidia expects to spend approximately $500 billion in the electronics sector, a significant portion of which will be dedicated to US operations. This massive investment is seen as a response to the Trump administration's "America First" trade policies and follows similar announcements from other tech giants like Apple.
Nvidia CEO Jensen Huang, in an interview with the Financial Times, stated that the company is already capable of manufacturing its latest systems in the US through suppliers like TSMC and Foxconn. This announcement coincides with the launch of new AI accelerators at the company's GTC 2025 conference this week.
Furthermore, Huang expressed concerns in the interview about Huawei's growing influence in the AI chip sector, noting the ineffectiveness of current sanctions. He also denied rumors of a potential partnership with Intel. Previous reports suggested that Nvidia and tech companies like TSMC might acquire stakes in Intel's manufacturing division, and Nvidia's recent testing of Intel's new manufacturing processes fueled speculation.
Meanwhile, TSMC's support for US production is also significant. As the world's leading chip manufacturer, TSMC has pledged an additional $100 billion investment in Arizona for production facilities, adding to its previous commitment of $650 billion.
Key Takeaways:
🔹 Nvidia plans to invest $500 billion over the next four years to bolster the US semiconductor supply chain.
🔹 CEO Jensen Huang voiced concerns about Huawei's rise in the AI chip market and denied rumors of a collaboration with Intel.
🔹 TSMC announced an additional $100 billion investment in the US to expand domestic production.
