Nvidia plans to invest hundreds of billions in Blackwell chips and later manufactured in the USA

NVIDIA has announced ambitious plans to strengthen its industrial presence in the United States, with estimated investments in hundreds of billions of dollars over the next four years.

The company’s CEO, Jensen Huang, confirmed during the GTC 2025 conference on the last 18th that Blackwell systems are already being produced on American soildigging a relevant change in the production chain of the semiconductor giant.

Production already active in TSMC factory in Arizona

During a press conference at the GTC, Huang said the company is, in fact, with active production of chips in US territory. “We already have a silicon production in operation in Arizona,” the executive told Reuters, referring to TSMC FAB 21 Factorylocated no state.

The expression “production silicon” indicates that chips are not prototypes, but real units being manufactured – although the volume has not yet been disclosed.

According to the Financial Times, Huang revealed that, in total, Nvidia should inject about US $ 500 billion in electronics over the next four yearsbeing a significant portion of this amount intended for components manufactured in the United States.

We can easily visualize the manufacture of several hundred billions here in the country

Jensen HuangNVIDIA CEO

Increasing demand for GPUs and large chips

Even with the drop in GPUS sales to end consumers, Nvidia sees continuous growth in the date centers sector due to the boom of artificial intelligence.

Chips, usually larger and more complex, require larger areas of silicon and are sold at significantly higher prices. This movement helps to justify the significant volume of investments in new factories and local supply.

And although most of its chips are currently manufactured by TSMC, Nvidia also uses components of a wide range of suppliers. AMD and Intel CPUS, Micron GDDR and HBM memories, Samsung and SK Hynix, as well as various controllers and analog devices from companies such as Analog Devices and Texas Instruments, are part of their end products.

Companies, in turn, are expanding their operations in the US. THE Micronfor example, it should inaugurate its new factory in 2027. SK hynix provides for the beginning of production in 2028, while the OF You have plans to start operating your SM1 unit as early as 2025.

NVIDIA also intends to integrate CPUs of the new generation of AMD and Intel into its X86 architecture -based servers, which can be produced in both the facilities of the Intel as from TSMC No Arizona. This only further reinforces the nationalization trend of semiconductor production.

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Strategic self -sufficiency

The change in the axis of production has clear strategic motivations: Reduce the dependence on Asian manufacturing – Especially from Taiwan – Faced with possible geopolitical tensions and commercial tariffs under a new Trump administration.

Approach to national production can also facilitate logistics, ensure greater control over the supply chain and strengthen political and economic alliances with the US government.

Source: Reuters and Financial Times