Nvidia’s Jensen Huang hails AI-fueled “industrial revolution,” credits Trump-era tariffs for kick-starting U.S. chipmaking

Nvidia Chief Executive Jensen Huang said the U.S. is at the start of an AI-driven industrial revolution and credited Trump-era tariffs and pro-energy policies with accelerating domestic chipmaking. He highlighted a milestone: with partner TSMC, Nvidia produced its first U.S.-made Blackwell wafer, the foundation for its most advanced AI chips. Huang said as much as $500 billion of AI supercomputing capacity could be manufactured and deployed domestically over the next three to four years, underscoring a broader shift to onshore critical technologies. He also pointed to a looming labor bottleneck, urging renewed focus on skilled trades to build fabs, packaging plants and data centers. The comments come as Nvidia, now among the world’s most valuable companies, races to meet surging demand for compute in an intensifying global competition over AI infrastructure.

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