Nvidia to spend hundreds of billions on US chipmaking over next 4 years, says chief

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Nvidia will spend several hundred billion dollars for chips and other electronics produced in the United States in the next four years, the CEO of its chief executive said the company has cut its supply chain from Asia under the threat of Donald Trump’s tariff.

Trump’s “America’s first” trade policies spread through the global economy, followed by Apple and other technology companies, followed by a large amount of US investment plans announced by the world’s most valuable semiconductor group, following the huge expenditure projection from the world.

“Overall, we will collect a total of half trillion electronics for the next four years,” NVDia’s chief executive and co-founder Jensen Huang told the Financial Times. “And I think we can easily see the United States to produce a few hundred billion in the United States.”

Huang said in a broad interview that the top Artificial intellect Chipmeaker is now able to create its latest arrangements in the United States through suppliers like the Taiwan Semiconductor Manufacturing Agency and Foxconne and he has seen increasingly competitive threats from Huawei, China.

This week, at the annual developer conference of Nvidia, Huang unveiled the The next generation of AI ChipVera Rubin has outlined the plan to create a few million inter -conjunctive chips at the giant data center, which will require a huge power supply.

Huang said he believed that the Trump administration could accelerate the development of the American AI industry. “Having the administration’s support for the success of this industry and the power that think about the success of this industry is a remarkable result for AI in the United States,” he said.

This month, TSMC A $ 100BN has announced investment Chip production facilities in Arizona, which came in addition to the $ 65BN investment under the Biden administration.

NvidiaHuang says the Blackwell systems built in the United States are now being produced. “TSMC investment in the United States provides enough steps to our supply chain’s elasticity.”

In recent years, America’s largest technology companies, including Nvidia and Apple, have become excessively dependent on the chipmeaking facilities on the cutting edge of the TSMC of Taiwan.

That dependency has been cloudy by increasingly threat of aggression by China – which claims Taiwan as part of its region – as well as threatening tariffs on the Trump administration’s Taiwan semiconductor. Taiwan is also facing the everlasting risk of the earthquake.

Huang said, “The most important thing is prepared.” “At the moment, we know that we can produce in the United States, we have enough varied supply chains.” If a catastrophe threatens production in Taiwan, he said, “It would be uncomfortable then it should be okay”.

The most advanced AI models with the industry have closed the United States on the export of NVEDIA market-top chips used to train and run A biden-era set decree The more extensive export control determined to take effect in May.

At the same time, Chinese chipmakers have been prevented from buying advanced chipmeting equipment like ASML lithography machines.

Although Nvidia still earns a few billion dollars from China, it has faced a resurrected competition from Huawei, whose climb AI Chips recently made progress.

Huang says, “Huawei is the single most powerful technology company in China.” They have won every market. “The US -led effort to restrict the Chinese technology agency has been” badly “due to the continued success of Huawei.

“I think their presence in AI is increasing every year,” he said. “We can’t assume that they can’t be any reason.”

Intel, the only US company that theoretically can produce top chips like Nvidia, has faced serious challenges with its foundry business. When the lip-boo tension was named as the chief executive, the vacuum of leadership was resolved last week.

Huang denied that NVidia was involved in the formation of a consortium with TSMC’s preferences to invest in Intel, and US chipming services stopped using it as part of that sub -conduct.

“We regularly evaluate their foundry technology and we are going to do so,” he added, “Nvidia Intel’s chip packaging services were also looking. “We look for opportunities to be their customer.”

Referring to Huang’s advanced chip technologies, Huang said, “I have every confidence that Intel has the ability to do it.”

He added that “Intel’s success and welfare” was important. “But it takes some time to explain to yourself and each other that a new supply discipline should be created.”