Nvidia to build supercomputer chips entirely in US for first time
MORE TRUMP TARIFF BULLSHITING
By AFP
April 14, 2025
Nvidia says it plans to produce about a half trillion dollars worth of artificial intelligence infrastructure in the United States by the end of the decade through partnerships with TSMC, Foxconn and others - Copyright POOL/AFP Julia Demaree Nikhinson
Nvidia on Monday announced plans to build top-end artificial intelligence supercomputer chips entirely in the United States for the first time.
Supercomputer plants are being built in Texas in partnerships with Foxconn and Wistron, with manufacturing expected to ramp up over the course of the next 12 to 15 months, according to the Silicon Valley-based company.
TSMC plants in Arizona have already started production of Nvidia’s most advanced graphics processing unit (GPU), called Blackwell, Nvidia added.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia chief executive Jensen Huang said in the blog post.
“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
Nvidia plans to produce as much as half a trillion dollars worth of AI infrastructure in the United States by the end of this decade through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL.
“Onshoring these industries is good for the American worker, good for the American economy, and good for American national security,” the White House said in a statement.
The US government has clamped down on the export of sophisticated AI chips to China due to national security concerns, and keeping production close to home could allow for tighter control of designs and products.
Now, chips are poised to get caught up in a trade war between the US and China.
On Air Force One Sunday, Trump said tariffs on semiconductors — which power any major technology from e-vehicles and iPhones to missile systems — “will be in place in the not distant future.”
“We want to make our chips and semiconductors and other things in our country,” Trump reiterated.
The US president said he would announce tariffs rates for semiconductors “over the next week” and Commerce Secretary Howard Lutnick said they would likely be in place “in a month or two.”
MORE TRUMP TARIFF BULLSHITING
By AFP
April 14, 2025
Nvidia says it plans to produce about a half trillion dollars worth of artificial intelligence infrastructure in the United States by the end of the decade through partnerships with TSMC, Foxconn and others - Copyright POOL/AFP Julia Demaree Nikhinson
Nvidia on Monday announced plans to build top-end artificial intelligence supercomputer chips entirely in the United States for the first time.
Supercomputer plants are being built in Texas in partnerships with Foxconn and Wistron, with manufacturing expected to ramp up over the course of the next 12 to 15 months, according to the Silicon Valley-based company.
TSMC plants in Arizona have already started production of Nvidia’s most advanced graphics processing unit (GPU), called Blackwell, Nvidia added.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia chief executive Jensen Huang said in the blog post.
“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
Nvidia plans to produce as much as half a trillion dollars worth of AI infrastructure in the United States by the end of this decade through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL.
“Onshoring these industries is good for the American worker, good for the American economy, and good for American national security,” the White House said in a statement.
The US government has clamped down on the export of sophisticated AI chips to China due to national security concerns, and keeping production close to home could allow for tighter control of designs and products.
Now, chips are poised to get caught up in a trade war between the US and China.
On Air Force One Sunday, Trump said tariffs on semiconductors — which power any major technology from e-vehicles and iPhones to missile systems — “will be in place in the not distant future.”
“We want to make our chips and semiconductors and other things in our country,” Trump reiterated.
The US president said he would announce tariffs rates for semiconductors “over the next week” and Commerce Secretary Howard Lutnick said they would likely be in place “in a month or two.”
By AFP
April 15, 2025
Companies on the AI frontlines point out that Nvidia’s primordial role makes it the de-facto kingmaker on where the technology is going. — © AFP
Nvidia on Tuesday notified regulators that it expects a $5.5 billion hit this quarter due to a new US licensing requirement on the primary chip it can legally sell in China.
US officials last week told Nvidia it must obtain licenses to export its H20 chips to China because of concerns they may be used in supercomputers there, the Silicon Valley company said in a Securities and Exchange Commission (SEC) filing.
Jensen Huang, CEO of Nvidia, which overtook Microsoft and Apple as the world’s most valuable publicly traded company – Copyright AFP/File I-Hwa CHENG
Shares of Nvidia, which have already seen high volatility since Trump’s April 2 tariffs announcement, were down over six percent in after-market trades.
The new licensing rule applies to Nvidia GPUs (graphics processing units) with bandwidth similar to that of the H20.
The United States had already barred exports to China of Nvidia’s most sophisticated GPUs, tailored for powering top-end artificial intelligence models.
Nvidia was told the licensing requirement on H20 chips will last indefinitely, it said in the filing.
Nvidia’s current fiscal quarter ends on April 27.
“First quarter results are expected to include up to approximately $5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves,” Nvidia said in the filing.
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