Nvidia Corporation is gearing up for a substantial U.S. investment in domestic manufacturing, with CEO Jensen Huang revealing plans to allocate hundreds of billions of dollars towards U.S.-sourced chips and components during the upcoming four-year period.
In a Financial Times interview, Huang detailed that Nvidia anticipates a procurement of approximately half a trillion dollars in electronics, with a considerable portion being produced within the United States.
The firm has ramped up its ability to produce cutting-edge systems through notable U.S. suppliers, including TSMC and Foxconn. However, Huang also acknowledged intensifying competition from China’s tech behemoth, Huawei. These strategic moves echo a broader industry trajectory where leading tech figures look to bolster domestic production, aligning with former President Donald Trump’s “America First” doctrine aimed at reducing reliance on overseas supply chains.
The reshuffling of supply networks has partly been necessitated by significant trade tariffs imposed by the Trump administration on major trading partners, prompting U.S. companies to seek local alternatives. In this climate, Huang remains optimistic about potential government support for the American AI industry.
Nvidia’s latest Blackwell series is already being produced on U.S. soil, bolstered by TSMC’s strategic investments spurred by the Biden-era CHIPs Act. Notably, Nvidia also announced its upcoming generation of AI chips, branded Vera Rubin, earlier this week.
