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Nvidia Says It Will Make AI Supercomputers in US, With $500B Commitment to AI Infrastructure

1. Nvidia plans to invest $500 billion in U.S. AI infrastructure. 2. Supercomputer manufacturing plants in Texas will begin production in 12 to 15 months. 3. Production of Blackwell chips has started at TSMC's Arizona factories. 4. CEO highlights benefits of U.S. manufacturing for AI demand and supply chain. 5. Nvidia shares fell 1% recently, down 18% this year amid tariff concerns.

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FAQ

Why Bullish?

The $500 billion investment indicates strong future growth potential, reminiscent of past major technology expansions, such as cloud computing's rise, which propelled existing companies, including Nvidia, to new heights.

How important is it?

Nvidia's strategic move addresses growing demand for AI products, potentially revitalizing investor interest and market positioning.

Why Long Term?

The investment and production ramp signify Nvidia's commitment to expanding capabilities, which will likely benefit over several years as AI technology matures and demand grows.

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