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NVIDIA's CEO Jensen Huang made some interesting commentary for the Financial Times, stating that the company will procure over half a trillion US Dollars worth of electronics over the next four years, and it it plans to keep hundreds of billions from the supply chain procurement in the US. "Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total. And I think we can easily see ourselves manufacturing several hundred billion of it here in the US," said Jensen for FT. NVIDIA currently manufactures its silicon at TSMC's facilities, as well as electronics like motherboards and servers at Foxconn. However, the geopolitical situation is making NVIDIA reconsider its supply chain dependencies, and the company is looking for more US-based manufacturing.
NVIDIA confirmed that its latest "Blackwell" series of GPUs, including the latest Blackwell Ultra, are being manufactured at TSMC's Arizona facilities. TSMC announced a $100 billion investment in its Arizona expansion, and NVIDIA is ready to take up more of TSMC's capacity to meet its ever-growing demand for GPUs. During the GTC 2025 event, Jensen noted that only four cloud service providers will use 3.6 million GPUs this year. That is without any AI labs and enterprises, which are massive consumers of GPUs (xAI only has 200,000 GPU clusters). To continue manufacturing excellence so customers won't suffer, NVIDIA is also looking at other options for supply chain manufacturing partners. Intel, the only US-based company capable of producing advanced silicon, is a potential target for NVIDIA. "We evaluate their foundry technology on a regular basis, and we are ongoing in doing that... We look for opportunities to be a customer of theirs... I have every confidence that Intel can do it," added Jensen, who also stated that NVIDIA is interested in silicon manufacturing and chip packaging services, as Intel's Foveros 3D packaging and other technologies are attractive for Team Green.
View at TechPowerUp Main Site | Source
NVIDIA confirmed that its latest "Blackwell" series of GPUs, including the latest Blackwell Ultra, are being manufactured at TSMC's Arizona facilities. TSMC announced a $100 billion investment in its Arizona expansion, and NVIDIA is ready to take up more of TSMC's capacity to meet its ever-growing demand for GPUs. During the GTC 2025 event, Jensen noted that only four cloud service providers will use 3.6 million GPUs this year. That is without any AI labs and enterprises, which are massive consumers of GPUs (xAI only has 200,000 GPU clusters). To continue manufacturing excellence so customers won't suffer, NVIDIA is also looking at other options for supply chain manufacturing partners. Intel, the only US-based company capable of producing advanced silicon, is a potential target for NVIDIA. "We evaluate their foundry technology on a regular basis, and we are ongoing in doing that... We look for opportunities to be a customer of theirs... I have every confidence that Intel can do it," added Jensen, who also stated that NVIDIA is interested in silicon manufacturing and chip packaging services, as Intel's Foveros 3D packaging and other technologies are attractive for Team Green.
View at TechPowerUp Main Site | Source
