Overview
- Jensen Huang said at Nvidia's GTC conference that Blackwell, the company’s most powerful AI GPU line, has entered full production in Arizona.
- Former Intel CEO Pat Gelsinger publicly lauded the move and urged faster expansion to strengthen semiconductor supply-chain resilience.
- Nvidia and TSMC previously announced the first Blackwell wafers were produced at a Phoenix facility earlier this month.
- Key manufacturing stages such as advanced packaging and final assembly remain concentrated in Taiwan due to limited U.S. OSAT capacity.
- Intel Foundry Services has not won Nvidia fabrication work, even as Nvidia and Intel broadened their collaboration and Nvidia agreed to invest $5 billion in Intel stock.