I/O Fund Lead Tech analyst Bait Conding analyzed NVIDIA when CEO Jensen Huang made some dramatic claims about the AI’s future about ‘making money’.
Newodia CEO Jensen Huang said Wednesday that his guidance Artificial intelligence The chipmaker will invest hundreds of billions of dollars in the US supply chain in the next four years.
Huang made this announcement in an interview Financial Times. After that, after a move by Apple and other technology companies, which, President Donald Trump’s administration implemented its “US First” policies, and the Republican adheres to the promise of the US campaign in them.
“Overall, we will buy a total of half a trillion dollars worth of electronics over the next four years,” Huang said to FT. “And I think we can easily see ourselves making several hundred billions of it in the United States.”
Huang said the increase in US production will be possible through suppliers such as Taiwan Semicader Manufacturing Company (TSMC) and Foxkin. Huang told FT that Huawei poses a growing competitive threat in China, adding that he has the ability to make the Trump administration’s policy to accelerate the AI industry in the United States.
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Jensen Huang, head of Chip Company Nvidia, offers AI Computer DGX station at the developer Conference GTC. Of
He allegedly said, “Getting the support of an administration that cares about the success of the industry and does not allow energy to be interrupted, it is an unusual result for AI in the United States.”
Last month, TSMC chief executive CCV announced an investment of $ 100 billion in the latest chip -torn plant in Arizona. Trump said that investment would lead to 20,000-25,000 jobs and “hundreds of billions of dollars of economic activity and would promote artificial intelligence and US domination beyond.” Trump has long decided Taiwan’s “monopoly” on AI chips.
We said $ 65 billion was followed in the period, which the company had promised to invest in US production under the administration of former President Joe Biden.
“Investment of TSMC in the United States provides a significant step in our supply chain flexibility,” Huang told FT.
US tech companies, including NVIDIA and Apple, in recent years, rely on TSCM production facilities in Taiwan.
Newodia CEO Jenson Huang presented a keynote address during the NVIDIA GTC 2025 at the SAP Center in San Jose, California, at the SAP Center on March 18, 2025. (Justin Sullivan / Getty Images / Getty Images)
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Three weeks ago, Apple announced plans to spend more than $ 500 billion and invest in the United States over the next four years. It was declared the company’s “commitment to spend the biggest spending”.
“By doubling our modern manufacturing fund, building modern technology in Texas, we are happy to increase our support for American manufacturing,” said Apple CEO Tim Cook. “And we will continue to work with the people and companies of this country to help write an extraordinary new chapter in the history of American innovation.”
Huang delivered more than two hours of address to separate GTC 2025 on Wednesday-“San Jose, in California-” AI’s Super Bowl “.
Jensen Huang, the head of the Chip Company Nvidia, holds the company’s graphics cards at the developer conference GTC. Of
It outlines the next generation of NVIDIA’s graphics architecture-Blackwell Ultra and Vera Rubin and predicted the future of the AI industry. In the past decade, Huang said, AI moved towards the AI, the idea and the “computer vision”, and now in the Agent AI, who is asking for a human being and is able to understand this context.
“Now it creates the answers. Basically changed How is computing done, ” He said. Huang said “AI’s scaling law,” therefore, is very fast. “As a result of the agent AI, we need to calculate at this point, as a result of the reasoning, the reasoning is easily 100 times higher, which we think last year,” he said.
Huang also said he expected NVIDIA data center infrastructure revenue by 2028 to $ 1 trillion.
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“Every industry, every company, will have two factories of factories,” Huang told the conference. “For what they make, factory for factory and math, factory for AI – factory for cars, factory for cars, factory for smart speaker and factory for AI for smart speaker.”
