Nvidia and TSMC unveil first Blackwell chip wafer made in US, Axios reports
1. Nvidia and TSMC will unveil a U.S.-made wafer for AI chips. 2. This innovation could significantly enhance Nvidia's position in the AI market.
FAQ
Why Very Bullish?
The production of U.S.-made AI chips could reduce supply chain risks and costs, similar to AMD's stock rise following its successful chip releases, thus positively affecting Nvidia's stock value.
How important is it?
The shift to U.S.-made production aligns with national interests for tech independence, boosting Nvidia's reputation and reliability in supply chains, making this a critical event.
Why Long Term?
As the demand for AI chips increases, Nvidia's sustained investment in domestic production should solidify its market leadership and drive long-term growth, reminiscent of Intel's strategy in securing its manufacturing base.