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benzinga.com
126 days

Jensen Huang Praised By Trump: Nvidia 'Wouldn't Be Doing' $500 Billion AI Infrastructure Commitment Without Tariffs - NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD)

1. Trump claims tariffs drove Nvidia's $500 billion AI infrastructure investment. 2. Nvidia partners with Foxconn, TSMC, and others for U.S. AI manufacturing. 3. AMD plans to produce more AI servers in the U.S. at TSMC Arizona. 4. Temporary tariff relief provided to U.S. chip companies recently. 5. Nvidia's competitive momentum continues despite falling stock valuations.

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FAQ

Why Bullish?

AMD's expansion into AI manufacturing aligns it with industry growth. Historical trends show similar strategic partnerships boosting competitor valuations.

How important is it?

AMD's commitment to AI manufacturing in the U.S. could lead to market share growth. The influence of tariffs on the semiconductor industry is significant.

Why Long Term?

Continued investment in AI and production capacity will benefit AMD's position over time. Competitors are solidifying market presence, requiring AMD to remain competitive.

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