Nvidia plans to invest hundreds of billions of dollars in U.S.-made chips and electronics over the next four years, according to a Financial Times report. The company plans to spend around half a trillion dollars during the four-year period.
“I think we can easily see ourselves manufacturing several hundred billion of it here in the U.S.,” Huang told FT. He also added that the Trump administration could help accelerate the expansion of the U.S. AI industry. This comes at a time when Nvidia is facing investor concerns over demands for its expensive chips as AI companies face fierce competition. The competition has only increased with the launch of DeepSeek’s cost-effective AI model, which allegedly uses fewer chips.
Huang also mentioned that Nvidia could now manufacture its latest systems in the United States through suppliers such as Taiwanese chipmaking giants TSMC and Foxconn while also noting a growing competitive threat from Chinese telecoms firm Huawei, according to the report.
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“TSMC investing in the U.S. provides for a substantial step up in our supply chain resilience,” Huang said. This comes soon after TMSC proposed a joint venture with Nvidia, Advanced Micro Devices (AMD), and Broadcom (AVGO) to operate Intel’s semiconductor foundries. TSMC (Taiwan Semiconductor Manufacturing Company) is the world’s largest semiconductor foundry, founded in 1987 and based in Taiwan. It specializes in manufacturing chips designed by other companies such as Apple, NVIDIA, and AMD.
Nvidia also recently showcased its latest AI chip offering — the Blackwell Ultra. Huang said in the GTC AI conference that the Blackwell Ultra GB300 family of semiconductors will have 1.5 times the memory and deliver significantly higher performance than the current Blackwell line. Nvidia expects Blackwell Ultra to launch in the second half of 2025, setting the stage for Nvidia’s next-generation CPU-GPU platform, known as Vera Rubin, scheduled for the second half of 2026, and Rubin Ultra GPUs a year later.