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Nvidia Announces Major U.S. Investments and Quantum Computing Expansion

The AI chip leader plans to spend hundreds of billions on domestic manufacturing, bolster supply chain resilience, and launch a quantum research lab in Boston.

  • Nvidia CEO Jensen Huang confirmed plans to invest several hundred billion dollars in U.S.-based manufacturing over the next four years, leveraging facilities like TSMC's Arizona plant.
  • The company is addressing tariff uncertainties by diversifying its supply chain and increasing onshore production to minimize potential impacts.
  • Nvidia unveiled its Blackwell Ultra chips and outlined a processor roadmap through 2028, emphasizing its dominance in AI infrastructure and innovation.
  • A new quantum computing research lab in Boston will collaborate with institutions like Harvard and MIT to advance quantum technologies.
  • Despite competition from Chinese AI lab DeepSeek, Nvidia projects strong demand for its chips and aims for $1 trillion in AI infrastructure revenue by 2028.
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