Page 7 - IAV Digital Magazine #629

iAV - Antelope Valley Digital Magazine
Nvidia'sAI RevolutionComesHome: Jensen HuangAnnouncesU.S. ManufacturingMilestone
https://www.youtube.com/watch?v=aX0VK14MsCc
Washington, D.C. – October 29, 2025 – In a bold declaration at Nvidia's GTC conference, CEO Jensen Huang revealed that the company's cutting- edge Blackwell AI chips are now in full production in Arizona, marking a historic shift toward American- made semiconductors. This move, spurred by
President Donald Trump's push for domestic manu- facturing, signals a new era of U.S. technological sov- ereignty amid escalating global AI competition.
Huang, addressing a packed audience in the
nation's capital, empha- sized the strategic impera- tive behind the relocation. "The first thing that President Trump asked me is, 'bring manufacturing back,'" Huang recounted, tying the initiative to nation- al security and job creation. Previously reliant on Taiwan for production, Nvidia has partnered with Taiwan Semiconductor Manufacturing Company (TSMC) to fabricate Blackwell wafers at its Phoenix facility. The first wafers rolled out just weeks ago, a feat Huang hailed as "the very first time in recent American
history that the single most important chip is being manufactured here in the United States."
The Blackwell GPUs, Nvidia's fastest AI acceler- ators yet, power everything from data centers to quan- tum computing hybrids. Demand is surging: Nvidia shipped 6 million units over the past four quarters and projects $500 billion in sales across Blackwell and next-gen Rubin chips. By commissioning over a mil- lion square feet of manu- facturing space in Arizona—alongside AI supercomputer assembly in
Texas—Nvidia aims to forti- fy supply chains against geopolitical risks, including U.S.-China trade tensions. Packaging remains over- seas for now, but full U.S. integration is on the hori- zon.
This reshoring effort isn't just about chips; it's a cata- lyst for economic revival. Huang envisions hundreds of thousands of jobs and trillions in growth from AI factories built on American soil. Partnerships with Amkor and SPIL for advanced packaging underscore the ecosys- tem's expansion. Beyond hardware, Nvidia unveiled NVQLink for quantum-GPU integration and a $1 billion Nokia deal for U.S.-made 5G/6G base stations, embedding AI in telecom and energy infrastructure.
As Trump meets global leaders this week, includ- ing a potential Xi Jinping summit, Huang's message is clear: America must lead the AI race. "We want America to win this AI race. No doubt about that," he affirmed, while navigating export curbs on China- bound chips. Nvidia's Arizona gambit, born from political pressure, could redefine the semiconductor landscape, blending inno- vation with industrial might.
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