Tariff -up supercomputers

In the GTC Jensen Huang event he said that Nvidia would be “in good shape” at the end of the year in reference to tariffs. Now we know why: the firm He has just announced which will begin to make AI chips with Blackwell architecture at the TSMC plant in Phoenix, Arizona. It is a key strategic step to avoid tariffs that threaten the entire semiconductor industry.

Supercomputers ‘Made in USA’. It has also allied with two other Chinese manufacturers, Foxconn (Houston) and Winstron (Dallas), to be able to create new production plants in Texas with an objective: to manufacture AI supercomputers for the United States and from the United States. Production in both plants is expected to grow remarkably in the next 12 to 15 months.

Jobs. In it official statementNvidia explains that the US manufacturing of these chips and supercomputer is expected to “believe hundreds of thousands of jobs and direct billions for economic security (from the country) in the coming decades.”

A 500,000 million project. Nvidia estimate is that in the next four years these initiatives allow us to create an American infrastructure worth $ 500,000 million. It is curious that the figure coincides with that of the Stargate project… or maybe not.

But. They are optimistic forecasts, of course, especially considering that they will need specialized personnel for these factories. Those professionals are abundant in China, but scarce in the US, As Steve Jobs and Tim Cook have explained years ago.

What about the chips tariffs. These last days there has been a lot of movement and more confusion with tariffs. The Trump administration announced exemptions to semiconductors and electronics products such as laptops, mobiles or various types of chips. Shortly after the US Secretary of Commerce, Howard Lutnick, explained that these exemptions were temporary and “in a month or two” there will be specific tariffs for all these products.

Absolutely strategic sector. In the US they have realized that They were hitting a foot in the foot with those semiconductor industry tariffs. They have taken a step back because these imports depend too many industries, and imposing them suddenly and porrazo could cause a real disaster in their economy and companies. Now everything is in the air, but the objective is still clear: to manufacture technology in the US as far as possible to avoid the dependence of China and other Asian countries.

Nvidia has several B plans. Escape from tariffs is becoming one of the clear objectives of technology companies. This Nvidia plan is not the only one with which he will try to go out with his to avoid the impact of these rates: a few days ago it was revealed that the company had managed to skip the restrictions on sales of its H20 chips In China Thanks to a expensive dinner.

Image | Nvidia

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