NVIDIA AI chip production lands in the United States to avoid Trump’s tariff

NVIDIA announced this week that it started Chips In the factories in Arizona and they will build giant computers in Texas, which brings the key to the key Device processing behind AI Tolide To the United States.

The news comes Definitions President Donald Trump motivated the cost of importing technology and products historically abroad. Most of the definitions announced this month were suspended after a Low stock marketAnd Trump Administration I exempt some electronicsIncluding phones and computers, from some customs duties during the weekend.

Read more: Buying or waiting guide: How will the tariffs change technology prices and what are you doing now

The semiconductors may not escape from the definitions for a long time. Trump, send His administration on his social media website said on Sunday that his administration “take a look at” semiconductor and electronic supply chain, indicating more changes in customs tariffs.

Anne Hoker, head of the global technology of Bain & Company, said this step has started long before the latest wave of commercial protection of the president.

Hoker said: “The customs tariff moves, and they have a great impact, but there is a long -term trend here for a chain of supplying semiconductors that have gone through several departments.”

What does it mean to you a Nafidia step for you

Although most consumers do not buy chips to train and operate their Gen AI models, hardware prices will affect the final costs of the services we consume. With artificial intelligence increasingly in devices such as Smartphones Programs like Office Tools, an increase in what companies cost to create these products and services may have significant impacts.

Hooker said that the price increases from the customs tariff could occur despite the burning of some semiconductor manufacturing. Just because one of the components of the computer in the United States does not mean that the materials in which it entered, the equipment used to produce it or the other components surrounding it was protected from the definitions. Some of these increasing costs will be transferred to consumers.

The creation of a more varied supply chain may lead to high costs, but it reduces the risks to the industry, which is largely concentrated in Taiwan. “I think in the long run, consumers benefit from a flexible supply chain.” Hooker said. “There are a lot of risks in the presence of a very large component in one place.”

US production for chips and super computers.

NVIDIA said its Blackwele chips are produced in TSMC chips in Phoenix. Giant computers, designed to use them Data centers that focus on artificial intelligenceIt will be built in Houston (in partnership with Foxconn) and Dallas (with Wistron). NVIDIA expects manufacturing in the super computer factories to decline next year or so.

“The infrastructure of Amnesty International in the world is built for the first time,” Nvidia, CEO of NVIDIA, said in a statement. “Add American manufacturing better helps us to meet the amazing and increasing demand for artificial intelligence chips and super computers, enhances our supply chain and enhances our flexibility.”

Nvidia is not the only company to have news about the production of chips in the United States this week: AMD also said it will get Start making processors At the Arizona facility in TSMC.

The efforts made to bring the manufacture of semiconductors to the United States in recent years since President Joe Biden has signed Chips In 2022. This law submitted $ 53 billion to chips to transfer production to the states.

This step is to bring in the manufacture of chips to the United States is one long-term, partly because it takes years-and a lot of money in advance-to build a manufacturing facility, or “Fab”. Hooker said that the pace of change in the industry of devices that lie behind is iceberg. “It is not a quick boat,” she said. “It takes some time.”