Nvidia and TSMC Mark Historic U.S. AI Manufacturing Milestone with Blackwell Wafer
Nvidia has unveiled the first Blackwell wafer produced at TSMC's Phoenix facility, signaling a strategic push into American semiconductor leadership. CEO Jensen Huang framed the achievement as foundational for next-generation AI infrastructure, acknowledging both the engineering feat and the escalating power demands of advanced computing systems.
The Phoenix event doubled as an endorsement of U.S. industrial policy, with Huang praising bipartisan efforts to revive domestic manufacturing. "This isn't just a chip—it's the bedrock of American AI sovereignty," he declared, positioning the $500 billion planned infrastructure investment as a down payment on global AI dominance.
TSMC's Arizona facility emerges as a geopolitical asset, with its output destined to power AI factories worldwide. The collaboration underscores how semiconductor alliances now shape technological hegemony as decisively as trade agreements.