Nvidia's CEO, Jensen Huang, announced plans to invest several hundred billion dollars in US semiconductor manufacturing over the next four years, reflecting a shift from reliance on Asian supply chains amid trade wars and tariff uncertainties. The company's move aligns with the 'America First' policy, prompting Nvidia to rethink its global operational strategies. As a leading player in the AI market, Nvidia aims to secure its production amid US-China competition, particularly in light of Huawei's growing technology dominance by creating a diversified supply chain that bolsters US manufacturing capabilities.
Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total. And I think we can easily see ourselves manufacturing several hundred billion of it here in the US.
At this point, we know that we can manufacture in the US, we have a sufficiently diversified supply chain.
The Trump administration could be in a position to bolster the US AI industry, at a time of growing competition from China.
Huawei has become the single most formidable technology company in China having conquered every market they've engaged.
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