US AI Chip Production Begins

NVIDIA Forges First US Made Blackwell Wafer in Major Onshoring Push NVIDIA has taken a significant step in bolstering American semiconductor manufacturing by revealing the first Blackwell wafer produced domestically. This foundational component for NVIDIA’s next generation AI chips was assembled at the TSMC advanced semiconductor fabrication plant located in Phoenix Arizona. The company originally unveiled its Blackwell platform last year with ambitious goals to transform the artificial intelligence sector. Major tech firms including Amazon Google and OpenAI have already committed to adopting this new architecture. NVIDIA claims the Blackwell platform delivers substantially more power while reducing cost and energy consumption by up to 25 times compared to its predecessor. This domestic manufacturing achievement allows NVIDIA to better shield its supply chain from potential disruptions caused by shifting international tariff policies and ongoing geopolitical tensions. Establishing a US based production line for its most critical chip is a strategic move for supply chain resilience. NVIDIA founder and CEO Jensen Huang emphasized the milestone at a recent event stating it is the very first time in recent American history that the single most important chip is being manufactured here in the United States by the most advanced fab by TSMC here in the United States. With the Blackwell architecture now ready for volume production NVIDIA continues to expand its US manufacturing footprint. Earlier this year the company announced plans to invest half a trillion dollars into building American AI infrastructure through collaborations with partners like TSMC and Foxconn. This move solidifies its commitment to establishing a robust domestic ecosystem for its flagship technologies.

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