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Nvidia will spend hundreds of billions of dollars on chips and another electronics manufactured in the US for the next four years, his executive director said, because the company leans its supply chain from Asia, despite Donald Trump’s tariff threats.
The huge projection of consumption from the world’s most respected semiconductor groups follows multi -million dollar investment plans that have announced other technological companies, including Apple, because the influence of Trump’s trade policy “American First” fails through the global economy.
“Generally, we will get, over the next four years, probably half a trillion of dollars worth of electronics,” Jensen Huang, CEO and co -founder of Nvidia, told the Financial Times. “And I think we can easily see how a few hundred billions here produce it here in the US.”
In a wide interview, Huang said leading artificial intelligence Chipmaker was now able to produce his latest US -based systems through suppliers such as the Taiwanese companies for the production of semiconductor and Foxconn, and that he saw a growing competitive threat to Huawei in China.
This week, at the annual conference of Nvidia developer, Huang discovered The next generation of his Ai chipVera Rubin, singing out his plan to build the bunches of millions of interconnected chips in giant data centers that will require a huge power supply.
Huang said he believes Trump’s administration can accelerate the development of the US AI industry. “Supporting an administration that takes care of the success of this industry and not allowing energy to be an obstacle is a phenomenal result for AI in the US,” he said.
This month, tsmc announced an investment of $ 100 billion At the production facilities of the Arizona chips, which came with an investment in the amount of $ 65 billion agreed at the Biden Administration.
NvidiaThe latest Blackwell systems are now being produced in the US, Huang said. “TSMC investment now provides a significant step in our supply resistance.”
In recent years, the largest American technological companies, including Nvidia and Apple, have become largely relied on top of TSMC’s tops for making chips in Taiwan.
This addiction darkened with a growing threat of aggression by China – who claims that Taiwan as part of his territory – as well as the threats of Trump’s administration from the Tariff to the Taiwanese semiconduct. Taiwan also faces a constant risk of earthquakes.
“The most important thing is to be prepared,” Huang said. “At this point, we know we can produce in the US, we have a diverse enough supply chain.” If any disaster threatens production in Taiwan, he said, “It will be embarrassed, but it should be fine.”
The United States tightened exports of NVIDIA leading markets used to train and start the most advanced AI models, with industry Deciphering sets of era biden Of the expansive export control that should take effect in May.
At the same time, Chinese chip manufacturers were prevented in buying advanced chip making equipment such as Asml Lithographic Machines.
But even though Nvidia and beyond China’s revenue of billions of dollars, she faced the re -competition of Huawei, whose ASEnd ASEnd ASEnd has been progressing lately.
“Huawei is the only most striking technological company in China,” Huang said. “They won every market they hired.” The efforts of the United States for the restriction of the Chinese technological conglomerate “bad” have been done with respect to Huawei’s continuous success.
“I think their presence in AI is growing every year,” he said. “We cannot assume that they will not be a factor.”
Intel, the only American company that can produce top -notch chips similar to Nvidia in theory, faced serious challenges with her Livno business. Last week, a vacuum of leadership in Intel was resolved when Lip-Bu tan was appointed executive director.
Huang denied reports that Nvidia was involved in discussions to form a consortium with TSMC invested in Intel and stopped contacting his American services to make chips as part of that launch.
“We regularly evaluate their foundry technology and we are ongoing,” he said, adding that Nvidia also watches Intel’s chip packaging services. “We are looking for the opportunities to be their customer.”
“I have every confidence that Intel has a possibility,” Huang said, referring to Intel’s ability to be competitive in advanced Chip Technologies.
He added that “the success and well -being of the Intel” is important. “But it takes a while to make sure you should build a new supply chain.”
