Nvidia will spend hundreds of billion on us on railway over the next 4 years, the chief says

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Over the next four years, Nvidia will spend hundreds of billion dollars on chips and other electronics made in the United States over the next four years when the company tilts its supply chain from Asia before Donald Trump’s tariff threats.

The huge projection of costs from the most valuable semiconductor group in the world performs multi -billion dollar investment plans in the United States announced by other technology companies, including Apple because the influence of Trump’s first trade policy trade policy through the world economy.

“Overall, we will buy, for the next four years, probably just a trillion electronics,” said Jensen Huang, Executive Director and co-founder Nvidia. “And I think we can easily see how several hundred billion is produced in the US.”

In a wide interview Juan said the presenter Artificial intelligence Now the manufacturer of the chips was able to produce its latest systems in the US through such vendors as Taiwan Semiconductor Manufacturing Company and Foxconn, and that he saw an increasing competitive threat from Huawei in China.

This week at the Nvidia Huang Developer Conference presented The next generation of his chipVera Rubin, having outlined his plan for the construction of millions of interconnected chips in giant data centers that will require high nutrition.

Juan said he believed that the Trump administration could accelerate the development of America II industry. “The availability of support for the administration that cares about the success of this industry and does not allow energy to be an obstacle is a phenomenal result for the II in the US,” he said.

This month TSMC announced investment in $ 100 billion In the production facilities of the chips in Arizona, which came in addition to the $ 65 billion investment agreed in accordance with the Biden administration.

NvidiaBlackwell’s latest systems are now being produced in the US, Juan said. “TSMC to invest in the United States a significant step in our supply chains.”

In recent years, the largest technology companies in America, including Nvidia and Apple, have become predominantly dependent on TSMC chips in Taiwan.

That dependence was clouded by the strengthening of the threat of China’s aggression – which claims Taiwan as part of its territory – as well as the threats to the Trump administration on the tariffs from Taiwanese semiconductors. Taiwan also faces a constant risk of earthquakes.

“The most important thing is to be prepared,” Juan said. “At this point, we know that we can produce in the US, we have a sufficiently diversified supply chain.” If some catastrophe threatened production in Taiwan, he said, “It will be uncomfortable, but it should be normal.”

The US has squeezed exports of leading Nvidia market chips used to train and launch the most advanced AI models, with this industry Baden’s recruitment solution With broader exposition control over export, which is planned to enter into force in May.

At the same time, Chinese chips were forbidden to buy modern chips, such as ASML lithographic machines.

But while NVIDIA is still receiving billions of dollars from China, it has encountered a revived competition from Huawei, AI AI Advent chips have succeeded recently.

“Huawei is the only most formidable technology company in China,” Juan said. “They won every market they were engaged.” The US’s efforts to restrict the Chinese technological conglomerate were “poorly made”, given the constant success of Huawei.

“I think their presence in II is growing every year,” he said. “We cannot assume that they will not be a factor.”

Intel, the only American company that can produce leading chips similar to Nvidia in the theory, faced serious problems in its foundry business. Vacuum guide in Intel was resolved last week when the Lip-Bu Tan was named the Executive Director.

Juan denied reports that Nvidia participated in the discussions to form a consortium with similar TSMC to invest in Intel and stopped to use its chips in the US as part of it.

“We regularly evaluate their foundry technology, and we continue to do so,” he said, adding that Nvidia also considers Intel’s packaging services. “We are looking for opportunities to be your customer.”

“I have the confidence that Intel has the opportunity to do this,” Juan said, citing Intel’s ability to be competitive in advanced Chip technology.

He added that “Success and Welfare Intel” is important. “But it will take some time to convince each other that the new supply chain must create.”