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Nvidia announced plans today to manufacture AI chips and build complete supercomputers on US soil for the first time, commissioning over one million square feet of manufacturing space across Arizona and Texas. The politically timed move comes amid rising US-China tensions and the Trump administration's push for domestic manufacturing.
Nvidia's announcement comes less than two weeks after the Trump administration's chaotic rollout of new tariffs and just two days after the administration's contradictory messages on electronic component exemptions.
On Friday night, the US Customs and Border Protection posted a bulletin exempting electronics including smartphones, computers, and semiconductors from Trump's steep reciprocal tariffs. But by Sunday, Trump and his commerce secretary Howard Lutnick contradicted this move, claiming the exemptions were only temporary and that electronics would face new "semiconductor tariffs" in the coming months.
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Nvidia's announcement comes less than two weeks after the Trump administration's chaotic rollout of new tariffs and just two days after the administration's contradictory messages on electronic component exemptions.
On Friday night, the US Customs and Border Protection posted a bulletin exempting electronics including smartphones, computers, and semiconductors from Trump's steep reciprocal tariffs. But by Sunday, Trump and his commerce secretary Howard Lutnick contradicted this move, claiming the exemptions were only temporary and that electronics would face new "semiconductor tariffs" in the coming months.
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