Overview
- Nvidia CEO Jensen Huang said at GTC that Blackwell GPUs are now in full production in Arizona.
- Earlier this month, Nvidia and TSMC announced the first Blackwell wafers were produced at a Phoenix facility.
- Pat Gelsinger posted on X that building advanced products in the U.S. is essential for resilient semiconductor supply chains.
- Advanced packaging and final assembly largely occur outside the United States today, limiting immediate end-to-end domestic manufacturing.
- Huang said President Trump urged him about nine months ago to bring manufacturing back to the U.S., providing political momentum for the shift.