Nvidia to build $500bn of US AI infrastructure as chip tariff looms
1. Nvidia plans $500bn investment in US AI infrastructure over four years. 2. Production of Blackwell GPUs begins at TSMC in Phoenix, Arizona. 3. Tariff threats may impact Nvidia's share price, which has dropped 20% this year. 4. Nvidia's manufacturing shift aims to enhance supply chain resilience. 5. Global markets show mixed response amid Trump's potential tariff adjustments.