The president of NVIDIA says to spend hundreds of billions on the US supply chain for the next four years.

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NVIDIA will spend hundreds of billions of dollars on chips and other electronics manufactured in the United States over the next four years, as the CEO said, as the company tends the supply chain from Asia in the face of the Donald Trump threats.

The tremendous projection of spending from the most valuable semiconductor group in the world follows US investment plans worth billions of dollars announced by other technology companies including Apple, as the impact of Trump’s “first” policies extends through the global economy.

“In general, we will buy, over the next four years, perhaps half a trillion dollars of electronics in total,” Ginsen Huang, CEO and co -founder of Nafidia, told the Financial Times. “I think we can see ourselves making several hundreds of billions here in the United States.”

In a large -scale interview, Huang Pioneer said artificial intelligence Chipmaker has now managed to manufacture its latest systems in the United States through suppliers such as the Taiwan and Foxconn manufacturer, and that it has witnessed an increasing competitive threat from Huawei in China.

This week, at the annual developer conference in NVIDIA, Huang revealed The next generation of artificial intelligence chipVera Robin, who determines his plan to build groups of millions of interconnected chips in giant data centers that will require wide energy supply.

Huang said he believed the Trump administration can accelerate the development of the artificial intelligence industry in America. 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.”

This month, tsmc It has announced an investment of $ 100 billion In the chips manufacturing facilities in Arizona, which came in addition to an investment of $ 65 billion, it was agreed upon by the Biden Administration.

NafidiaHuang said that the latest Blackwell is now produced in the United States. “TSMC investment in the United States provides a big step in our supply chain flexibility.”

In recent years, it has become the largest technology companies in America, including NVIDIA and Apple, which depends largely on the edge manufacturing facilities in TSMC in Taiwan.

This dependency has been eliminated due to the increasing threat of aggression by China – which is called Taiwan as part of its territory – as well as the Trump administration threats to definitions on the semiconductors of the Taiwanese conductors. Taiwan also faces a permanent risk of earthquakes.

“The most important thing is to be ready,” said Huang. “At this point, we know that we can manufacture us in the United States, we have a variety of supply series.” If any disaster threatens production in Taiwan, he said: “It will be uncomfortable, but it must be fine.”

The United States has cut the leading NVIDIA chips on the market that is used to train and operate the most advanced artificial intelligence models, with industry Decoding the Biden era group One of the most expanding export control tools that is scheduled to enter into force in May.

Meanwhile, Chinese chip makers were prevented from buying advanced chip industry equipment such as ASML stone printing machines.

But while NVIDIA is still achieving billions of dollars from China, it has faced a comprehensive competition from Huawei, which has made AI chips recently.

“Huawei is the most amazing technology company in China,” said Huang. “They occupied every market they participated in.” The United States’ efforts have been made to restrict Chinese technology bloc “badly”, given the ongoing success in Huawei.

“I think their presence in artificial intelligence grows every year,” he said. “We cannot assume that they will not be a factor.”

Intel, the only American company that can theory to manufacture leading edge chips similar to NVIDIA, faced serious challenges with its causing works. The driving vacuum was dissolved in Intel last week when Lip-Bu Tan was named as CEO.

Huang denied reports that NVIDIA participated in discussions to form a consortium with the likes of TSMC to invest in Intel and stopped adhering to the use of American chip industry services as part of this offer.

He said, “We evaluate their regularly masculin technology, and we are continuing to do this,” adding that NVIDIA was also looking for digit filling services in Intel. “We are looking for opportunities to be a customer.”

“I have confidence that Intel has the ability to do this,” said Huang, referring to Intel’s ability to compete in advanced chips technologies.

He added that “Intel’s success and well -being” was important. “But it takes some time to persuade yourself and each other that the new supply chain must be built.”



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