Overview

• Nvidia plans to invest several hundred billion dollars in US-made chips and electronics over the next four years, signaling a significant shift in its supply chain strategy.
• The company is partnering with TSMC and Foxconn to establish domestic chip production, including using TSMC's Arizona factory for advanced AI chip manufacturing.
• CEO Jensen Huang expressed confidence in Nvidia's ability to adapt to tariffs in the short term, citing a diversified supply chain and plans for onshore manufacturing by year-end.
• US export restrictions have halved Nvidia's revenue from China, where it also faces increasing competition from Huawei.
• These moves align with the Trump administration's broader push to strengthen US manufacturing and reduce reliance on foreign supply chains.