In a decision almost certainly informed by the recent tariff chaos, NVIDIA is going to start making some of its AI chips and supercomputers in the US. The company announced that it’s building and testing its Blackwell chips in Arizona and it plans to manufacture its AI supercomputers — presumably the recently announced DGX Spark and DGX Station — in Texas.
NVIDIA says TSMC is already making Blackwell chips in Phoenix, Arizona and the company is partnering with Amkor and SPIL for testing and packaging.
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