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Nvidia Shifts AI Chip Production to U.S. Amid Geopolitical Tensions

Nvidia Shifts AI Chip Production to U.S. Amid Geopolitical Tensions

Published:
2025-10-28 22:23:01
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BTCCSquare news:

Nvidia CEO Jensen Huang announced the company has begun manufacturing its flagship Blackwell AI GPUs in Arizona, marking a strategic shift from Taiwan-based production. The move follows direct appeals from former President TRUMP to bolster domestic semiconductor capabilities, aligning with national security objectives and job creation initiatives.

Concurrently, Nvidia revealed a $1 billion investment in Nokia to develop U.S.-built 5G/6G infrastructure using its ARC platform. This partnership aims to reduce foreign tech dependence in critical telecommunications infrastructure, with Huang positioning AI-powered 6G as an enabler for advanced robotics and climate modeling applications.

The production relocation comes as Nvidia contends with U.S. export restrictions that reportedly cost $10.5 billion in potential Chinese sales of H20 chips. The Blackwell transition demonstrates how geopolitical factors are reshaping global tech supply chains.

|Square

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