NVIDIA plans to buy more than half a trillion dollars of electronic parts in the next four years. The company's boss, Jensen Huang, told the Financial Times they aim to make several hundred billion dollars worth of these parts right here in America. He wants to shift much of their production away from overseas factories to US soil.
Right now, NVIDIA makes its computer chips at TSMC plants and builds its circuit boards and servers at Foxconn. But world politics has pushed them to rethink where they get their parts from. The latest "Blackwell" GPU chips, including the Blackwell Ultra, already come from TSMC's new Arizona factories, where the company has invested $100 billion to grow its American presence.
Jensen spoke at the GTC 2025 event about the huge demand for their products. He said just four big cloud companies will need 3.6 million GPU chips this year alone. That doesn't even count all the AI research labs and businesses that buy loads of these chips—like xAI with its 200,000 GPU setup.
To keep up with all these orders, NVIDIA has started considering American chip maker Intel as a possible partner. "We check out their factory tech all the time," Jensen said. We want chances to work with them... I really believe Intel can do it." He added that NVIDIA likes Intel's Foveros 3D packaging and other advanced ways they put chips together.
Right now, NVIDIA makes its computer chips at TSMC plants and builds its circuit boards and servers at Foxconn. But world politics has pushed them to rethink where they get their parts from. The latest "Blackwell" GPU chips, including the Blackwell Ultra, already come from TSMC's new Arizona factories, where the company has invested $100 billion to grow its American presence.
Jensen spoke at the GTC 2025 event about the huge demand for their products. He said just four big cloud companies will need 3.6 million GPU chips this year alone. That doesn't even count all the AI research labs and businesses that buy loads of these chips—like xAI with its 200,000 GPU setup.
To keep up with all these orders, NVIDIA has started considering American chip maker Intel as a possible partner. "We check out their factory tech all the time," Jensen said. We want chances to work with them... I really believe Intel can do it." He added that NVIDIA likes Intel's Foveros 3D packaging and other advanced ways they put chips together.
