Nvidia to invest “several hundred billion” in the US supply chain

The CEO of Nvidia Jensen Huang said on Wednesday that the pioneer artificial intelligence Chipmaker will invest hundreds of billions of dollars in the US supply chain over the next four years.

Huang released the announcement in an interview with Financial times. This is followed by the movements of other technology companies, including Apple, which reveals billions of dollars in investments in prominent plans, as the administration of President Donald Trump implements its “first America” ​​policies, and after the promise of the Republican campaign in America.

“In general, we will buy, over the next four years, perhaps half a trillion dollars of electronics in total,” Huang told FT. “I think we can see ourselves making several hundreds of billions here in the United States.”

Huang said that the increase in American production will be possible through suppliers such as the semiconductor manufacturer in Taiwan (TSMC) and Foxconn. Huang told FT, adding that he was confident of the Trump administration’s ability to form a policy to accelerate the industrial intelligence industry in the United States, adding that he was confident of the Trump administration’s ability to form a policy to accelerate the industrial intelligence industry in the United States.

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He said, “Obtaining the support of the administration that is interested in the success of this industry and not allowing energy to be an obstacle is an enormous result of Amnesty International in the United States,” he said.

Last month, the CEO of TSMC CC Wei announced $ 100 billion investment At the factory of modern chips in Arizona. Trump said the investment will create between 20 to 25,000 jobs and “hundreds of billions of dollars in economic activity and enhance America’s dominance of artificial intelligence and beyond.” Trump has long criticized Taiwan’s “monopoly” of artificial intelligence chips.

Wei said that the pledge followed 65 billion dollars that the company has already promised to invest in US production during the era of former President Joe Biden.

“The TSMC investment in the United States provides a big step in our supply chain flexibility,” Hwang told FT.

American technology companies, including NVIDIA and Apple, are increasingly dependent on TSCM production facilities in Taiwan in recent years.

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Three weeks ago, Apple announced plans for spending and investment More than 500 billion dollars In the United States during the next four years. It was described as “the greatest spending commitment ever.”

“From the multiplication of the advanced manufacturing fund, to build advanced technology in Texas, we are happy to expand our support for American manufacturing,” said Tim Cook, CEO of Apple. “We will continue to work with people and companies around this country to help write an extraordinary new chapter in the history of American innovation.”

On Wednesday, Huang delivered a title for more than two hours at GTC 2025-called “Super Bowl Of Ai”-in San Jose, California.

He explained the structure of graphics from the next generation of Nvidia-Blackwell Ultra and Vera Rubin- and made predictions about the future of artificial intelligence industry. In the past decade, Huang said, Amnesty International offers a perception and “computer vision” to obstetric artificial intelligence, and now to AICECAN AI, which is able to understand the context of what humans and the reason requires.

“It is now generating answers. It has changed mainly How is computing “,” He said. Huang said, “The Law of I integrate artificial intelligence,” so it is excessive. “The amount of the account we need at this stage as a result of the relationship of artificial intelligence, as a result of thinking, it is easily more than 100 times, which we thought we needed this time last year,” he said.

Huang also said he expects NVIDIA data infrastructure revenue to reach $ 1 trillion by 2028.

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“Every industry, every company has factories that will have two factories in the future,” Hwang told the conference. “The factory for what they build and mathematics, the factory for artificial intelligence – a car factory, the factory for the artificial intelligence relationship, is the manufacturer for smart speakers and factories on behalf of smart speakers.”