Nvidia CEO touts new AI "industrial revolution," praises Trump tariffs for role in chip production.

Nvidia CEO Jensen Huang touts a new AI "industrial revolution," crediting Trump's tariffs for driving domestic chip production. Huang announced the first US-made Blackwell AI chip wafer, a partnership with TSMC, and plans to manufacture $500 billion in AI supercomputing technology in the US within three to four years. He believes AI will revolutionize every industry and be ubiquitous worldwide.

Nvidia's CEO Jensen Huang has made significant announcements regarding the company's progress in AI chip production and infrastructure, crediting recent trade policies for driving domestic manufacturing. Huang highlighted the first U.S.-made Blackwell AI chip wafer, produced in partnership with TSMC, and revealed plans to manufacture $500 billion worth of AI supercomputing technology in the U.S. within the next three to four years. He also emphasized that AI will revolutionize every industry and become ubiquitous worldwide.

At a recent event, Huang celebrated the production of the first Nvidia Blackwell wafer at TSMC's new fab in Phoenix, Arizona. This milestone marks a key step in strengthening America's semiconductor supply chain and reindustrialization efforts. Huang and TSMC vice president Y.L. Wang signed the first wafer, symbolizing their partnership's goal of building AI infrastructure within the United States. TSMC Arizona will manufacture 2nm to 4nm and A16-class chips for AI, telecom, and high-performance computing, as reported by Videocardz.

Huang also announced that Nvidia will use its own AI, robotics, and digital twin platforms to design and optimize future U.S. manufacturing sites. This integration of technology into domestic production underscores Nvidia's commitment to advancing AI capabilities and infrastructure within the country. The company will share more about its U.S. expansion and AI infrastructure plans at Nvidia GTC Washington, D.C., from October 27 to 29.

These developments come at a time when Nvidia has experienced a dramatic shift in its Chinese market presence due to stringent U.S. trade restrictions. The company's market share in China's advanced AI chip segment has plummeted from a near-monopoly to zero, as reported by ScanX. This situation has led Nvidia to assume zero revenue from China in its forecasts and consider any future business in China as a potential bonus.

The implications of these trade restrictions extend beyond Nvidia, signaling a broader trend of technological decoupling between the U.S. and China. This shift may have far-reaching consequences for global supply chains, innovation cycles, and the future of AI development worldwide. As the situation continues to evolve, industry observers will be watching closely to see how both Nvidia and Chinese tech companies adapt to this new reality in the AI chip market.