Nvidia, the world’s largest computer chipmaker, has promised to invest “several hundred billion” dollars in semiconductor production in the United States over the next four years. The move is part of the company’s efforts to diversify its supply chain away from Asia and mitigate the impact of unpredictable tariff threats.
According to Jensen Huang, Nvidia’s CEO, the company plans to procure $500 trillion worth of electronics globally over the next four years, with a significant portion being manufactured in the US. This announcement comes as US President Donald Trump’s “America First” policy continues to shape business investment and global footprint.
The shift away from Asia is driven by concerns over trade wars and China’s territorial designs on Taiwan, where many chipmaking facilities are located. However, Nvidia believes it has a diversified supply chain that will enable the company to weather any worsening situation in Taiwan.
In a recent interview with the Financial Times, Huang praised US efforts to constrain Huawei, citing improved support for the US AI industry. The investment is also seen as a response to the large amount of electricity needed to power chips in datacenters.
TSMC’s $100 billion US investment has provided a significant boost to Nvidia’s onshoring efforts, allowing the company to produce its high-end Blackwell graphics processing units in the US. This move is expected to enhance supply chain resilience and support the growth of the US AI industry.
Source: https://www.theguardian.com/technology/2025/mar/20/nvidia-us-manufacturing-ceo-jensen-huang-donald-trump