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Nvidia to Invest Billions in U.S. Chip Production Over Four Years

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Nvidia (NVDA.O) plans to invest hundreds of billions of dollars in U.S.-made chips and electronics over the next four years, CEO Jensen Huang told the Financial Times. The company expects to spend around $500 billion on electronics during this period, with a substantial portion allocated to domestic manufacturing.

Huang emphasized that the U.S. AI industry could expand more rapidly with support from government policies. His comments come as Nvidia seeks to address investor concerns about demand for its high-cost AI chips, especially following the emergence of China’s DeepSeek chatbot as a potential competitor.

While Nvidia declined to comment on the FT report, Huang stated that the company can now manufacture its latest systems in the U.S. through key suppliers like Taiwanese chipmakers TSMC (2330.TW) and Foxconn (2317.TW). He also noted an increasing competitive threat from China’s Huawei.

Huang highlighted that TSMC’s U.S. investments significantly strengthen Nvidia’s supply chain resilience. Earlier, at Nvidia’s developer conference in California, he told analysts that orders for 3.6 million Blackwell AI chips from four major cloud firms likely underestimate actual demand, as they do not account for customers such as Meta Platforms (META.O), smaller cloud providers, and startups.

Trump and Nvidia CEO Discuss DeepSeek and AI Chip Export Restrictions

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U.S. President Donald Trump and Nvidia CEO Jensen Huang held a meeting at the White House on Friday to discuss the rise of China’s DeepSeek and potential restrictions on AI chip exports. The discussions centered around the growing competition from DeepSeek, a Chinese AI company that recently launched an advanced model, which is seen as a challenge to U.S. technological dominance. DeepSeek’s performance has raised alarms, prompting concerns about China’s progress in AI, with the company’s app becoming a global sensation within days of its launch. The meeting also covered tightening restrictions on Nvidia’s AI chip exports, particularly its H20 model, to China. U.S. lawmakers have called for further scrutiny of AI chip sales to China, and the Commerce Department is investigating whether DeepSeek has used restricted U.S. chips.

Nvidia CEO Teases Future Plans for Desktop Chip Developed with MediaTek

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At CES 2025, Nvidia CEO Jensen Huang revealed that the company has plans for a new desktop central processor (CPU) co-designed with MediaTek. The CPU was unveiled as part of Nvidia’s “Project DIGITS” desktop, which features Nvidia’s latest “Blackwell” AI chip and is priced at $3,000. While the desktop is currently targeting AI developers and is not yet a mass-market product, the collaboration with MediaTek aims to bring an energy-efficient CPU to a broader market.

Huang emphasized that MediaTek would be able to sell the CPU to other markets, and Nvidia’s collaboration is mutually beneficial. “They could provide that to us, and they could keep that for themselves and serve the market. It was a great win-win,” Huang explained. The CPU is designed to challenge the dominance of Intel, Advanced Micro Devices (AMD), and Qualcomm in the consumer and business computer markets.

Nvidia is currently targeting AI developers with Project DIGITS, which runs a Linux-based operating system designed for AI workloads. Huang also hinted at future plans for the desktop CPU but did not disclose specifics. However, he mentioned Nvidia’s strategy to bridge the gap between the Linux OS commonly used by AI developers and Windows, the widely used consumer OS, through the Windows Subsystem for Linux.

“We’re going to make that a mainstream product,” Huang said, noting that Nvidia would support it with professional-grade software, and PC manufacturers would bring the product to end users.