Overview

• Nvidia CEO Jensen Huang confirmed plans to invest several hundred billion dollars in U.S.-based manufacturing over the next four years, leveraging facilities like TSMC's Arizona plant.
• The company is addressing tariff uncertainties by diversifying its supply chain and increasing onshore production to minimize potential impacts.
• Nvidia unveiled its Blackwell Ultra chips and outlined a processor roadmap through 2028, emphasizing its dominance in AI infrastructure and innovation.
• A new quantum computing research lab in Boston will collaborate with institutions like Harvard and MIT to advance quantum technologies.
• Despite competition from Chinese AI lab DeepSeek, Nvidia projects strong demand for its chips and aims for $1 trillion in AI infrastructure revenue by 2028.