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Nvidia to Invest Hundreds of Billions in U.S. Manufacturing and Quantum Research

The AI chip leader unveils plans for U.S.-based supply chain expansion, next-gen AI chips, and a new quantum computing lab while addressing competitive and geopolitical challenges.

  • Nvidia CEO Jensen Huang announced a commitment to invest hundreds of billions of dollars in U.S. manufacturing and supply chain development over the next four years.
  • The company is leveraging facilities like TSMC's Arizona factory to produce advanced chips, enhancing supply chain resilience amid tariff uncertainties.
  • Nvidia revealed its roadmap for next-generation AI chips, including Blackwell Ultra in 2025 and Vera Rubin Ultra in 2027, to meet growing demand for AI infrastructure.
  • A new quantum computing research lab will open in Boston, collaborating with Harvard and MIT to advance quantum technologies alongside Nvidia's GPUs.
  • While Nvidia remains a leader in AI technology, it faces intensified competition from firms like Huawei and DeepSeek, as well as evolving customer priorities.
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