Nvidia plans to spend hundreds of billions of dollars on US-based chip production over the next four years. The company’s CEO Jensen Huang underlined at the GTC 2025 event that they are determined to shift their production processes to the US. This development had a very positive effect on the company’s shares.

Nvidia is making a huge chip investment in the US

This step will be a very strategic move to both avoid possible tariffs and not be affected by geopolitical risks in Taiwan. One of the facilities where the company started production in the US was TSMC’s Fab 21 factory in Arizona.

While Huang confirmed that Nvidia started silicon production at this facility, he did not provide details about the number of chips produced and which models were produced. However, Nvidia’s new generation Blackwell systems are thought to be manufactured in the US.

Huang announced that the company will supply a total of $500 billion worth of electronic products in the next four years, several hundred billion dollars of which will come from production in the US. As the country’s semiconductor manufacturing capacity increases, Nvidia will increasingly turn to suppliers in the region.

Memory manufacturer Micron’s factory is scheduled to be operational in 2027, SK hynix’s in 2028, and Texas Instruments’ SM1 facility in 2025. AMD and Intel processors for Nvidia’s x86-based servers are also expected to be manufactured at TSMC or Intel facilities in Arizona.

So what do you think about this? Do you think Nvidia will be able to maintain its leadership in the chip sector? You can easily share your views with us in the comments section below.