The main analyst of the main technology of the E / S Beth Kindig analysis NVIDIA after the CEO Jensen Huang made dramatic affirmations on the future of AI on “earning money”.
The CEO of Nvidia, Jensen Huang, said on Wednesday that the head artificial intelligence Chipmaker will invest hundreds of billions of dollars in the American supply chain over the next four years.
Huang made this announcement in an interview with Financial time. It follows other technological companies, including Apple, which reveal investments of several billion dollars in plans exercised, while the administration of President Donald Trump implements its “America First” policies, and following the promise of campaign made in America.
“Overall, we will get, over the next four years, probably half a bill of dollars in electronics in total,” Huang said to the FT. “And I think we can easily see ourselves making several hundred billion here in the United States.”
Huang said that the increase in American production would be possible thanks to suppliers such as the Taiwan Semiconductor Manufacturing Company (TSMC) and Foxconn. Huawei in China represents a growing competitive threat, Huang told the FT, adding that he was confident in the ability of the Trump administration to form a policy to accelerate the AI industry in the United States
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Jensen Huang, head of the NVIDIA fleas company, presents the DGX station of the AI computer of the GTC developer conference. (Andrej Sokolow / Picture Alliance via Getty Images / Getty Images)
“Having the support of an administration that cares about the success of this industry and not allowing energy to be an obstacle is a phenomenal result for AI in the United States,” he said.
Last month, the CEO of TSMC, CC Wei, announced a $ 100 billion in investment In a peak flea manufacturing plant in Arizona. Trump said the investment would create 20,000 to 25,000 jobs and “hundreds of billions of dollars in economic activity and stimulate America’s domination in artificial intelligence and beyond”. Trump has long described Taiwan’s “monopoly” on AI chips.
Wei said that the commitment had followed the $ 65 billion that the company had already promised to invest in American production under the administration of former president Joe Biden.
“TSMC investment in the United States provides for a substantial step in our supply chain resilience,” Huang told FT.
American technological companies, including NVIDIA and Apple, are increasingly dependent on TSCM production facilities in Taiwan in recent years.
The CEO of Nvidia, Jensen Huang, delivered the opening speech during the Nvidia GTC 2025 at SAP Center in San Jose, California on Tuesday. (Justin Sullivan / Getty Images / Getty Images)
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Three weeks ago, Apple announced its intention to spend and invest more than $ 500 billion in the United States over the next four years. It was presented as the “greatest commitment of spending” of the company.
“To double our advanced manufacturing fund for the construction of advanced technologies in Texas, we are delighted to expand our support for American manufacturing,” said Tim Cook, CEO of Apple. “And we will continue to work with people and businesses across this country to help write an extraordinary new chapter in the history of American innovation.”
Huang separately Wednesday pronounced an address of more than two hours at the GTC 2025 – nicknamed the “Super Bowl of AI” – in San Jose, California.
Jensen Huang, head of the NVIDIA flea company, holds the company’s graphics cards at the GTC developer conference. (Andrej Sokolow / Picture Alliance via Getty Images / Getty Images)
He described the new generation graphic architectures of NVIDIA – Blackwell Ultra and Vera Rubin – and has made predictions on the future of the AI industry. Over the past decade, Huang said Huang, AI has gone from perception and “computer vision” to generative AI, and now at agentic AI, which is capable of understanding the context of what humans ask for and reasoning.
“He now generates answers. Basically changed How IT is done, “ He said. Huang said that “the AI scale law”, therefore, is hyper-accelerated. “The quantity of calculation we need at this stage following the agenetic AI, following the reasoning, is easily 100 times more than what we needed at that time last year.”
Huang also said that he provided that infrastructure income from the Nvidia data center to reach $ 1 Billion by 2028.
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“Each industry, each company with factories will have two factories in the future,” said Huang at the conference. “The factory for what they build and the factory for mathematics, the factory for AI – Factory for Cars, Factory for the Cars, Factory for Smart Pregnant and Factories for AI for smart speakers.”