Nvidia has brought some of its chip production stateside. On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.

Nvidia has announced plans to produce up to USD 500 billion worth of AI infrastructure in the United States over the next four years, marking a major shift in chip manufacturing. The initiative includes the first-ever domestic production of AI supercomputers.

The move to onshore chip manufacturing started long before the latest round of tariffs, but uncertainty around trade makes it more important.