Huang says Nvidia AI chips are now in full production in Arizona

Nvidia Blackwell GPUs — the company’s fastest AI chips — are now in full production in Arizona, CEO Jensen Huang said at the company’s GTC conference on Tuesday.

Previously, Nvidia’s fastest GPUs were only manufactured in Taiwan.

Huang said that President Donald Trump asked him nine months ago to bring manufacturing back to American shores.

“The first thing President Trump asked me was to bring back manufacturing,” Huang said. “Bring back manufacturing because it’s essential to national security. Bring back manufacturing because we want the jobs. We want this part of the economy.”

Earlier this month, Nvidia and Taiwan Semiconductor Manufacturing Corp. announced that the first Blackwell chips had been produced at a facility in Phoenix, Arizona. Wafers are the base material on which semiconductors are etched.

Blackwell-based systems will now be assembled in the US as well, Nvidia said in a video.

Most of what the company announced on Tuesday at its conference in Washington was to an audience of policymakers to convince them of the essential role played by Nvidia, and that restricting its exports would harm American interests.

Huang on Tuesday told a panel before his speech that Nvidia is holding its conference in Washington to allow Trump to attend, according to CNBC’s Christina Bartsenevelos, but the president is currently on a trip in Asia.

Trump said on Tuesday that he planned to meet with Hwang on Wednesday, Reuters reported a report.

Huang said Tuesday that demand for the company’s GPUs remains high, with 6 million Blackwell GPUs shipped in the last four quarters. He added that Nvidia expects $500 billion in GPU sales between Generation Blackwell and Robin chips next year combined.

In addition, Huang said Tuesday that Nvidia will partner with Finland-based Nokia to build communications equipment, an industry he said is worth $3 trillion. As part of the partnership, Nvidia will take on… $1 billion share At Nokia.

Huang said Nvidia is building chips for 5G and 6G base stations because it is important to have wireless networks based on American technology.

“Thank you for helping the United States bring communications technology back to America,” Huang told Nokia CEO Justin Hotard during his speech.

The deal represents an appeal to Western policymakers who have long had concerns about the amount of technology produced by Chinese company Huawei that is used for cellular networks around the world.

“Our basic communications fabric is built on foreign technologies,” Huang said. “This has to stop, and we have an opportunity to do so, especially during this fundamental system shift.”

Nokia will use Nvidia chips in its future base stations, the expensive computers that distribute cellular signals. Huawei’s equipment, the market leader, was effectively banned in the US in 2018, leaving Nokia and Ericsson as the primary equipment vendors for US networks.

Huang said Nokia will use a new product called Nvidia ARC that combines the company’s Grace GPU, Blackwell GPU and networking parts. Huang said artificial intelligence delivered via 6G networks could help operate robots and provide more accurate weather forecasts.

The risks are high for Nvidia. Export restrictions are already in place in the United States It costs Nvidia loses billions of dollars in sales.

In April, the US government informed Nvidia that its H20 chip, which was specifically designed to comply with US export controls, would require a license to ship to China. In May, Nvidia He said It would have recorded about $10.5 billion in H20 sales over two quarters if the government had not instituted licensing requirements.

Then, in July, Hwang visited Trump in Washington and again tried to convince him and other administration officials that it was in the United States’ interest to ship Nvidia chips to China. The Trump administration has said it will approve licensing applications for H20, but Nvidia will have to do so Pay the US government 15%. From China sales.

However, Nvidia’s business in China is not back on track yet.

Earlier this month, Huang said at a financial conference that Nvidia is currently “100% outside China” and has no market share there. While Nvidia has said it will obtain licenses for the H20 chip, the company has not revealed a newer chip for China based on the company’s current generation of Blackwell GPUs.

US leadership in quantum computing is important to policymakers because military officials worry that a foreign adversary might be able to. Spying on military communications If he gets a working quantum computer first.

Nvidia officials said in a phone call Monday that its chips could be used to correct errors that arise during quantum computing and technology development. Nvidia said 17 different quantum computing startups will produce NVQLink-compatible devices.

“Researchers will be able to do more than just correct errors,” Huang said Tuesday. “They will also be able to coordinate quantum machines and supercomputers with artificial intelligence to run quantum GPU applications.”

Nvidia also said it would collaborate with the Department of Energy to build seven new supercomputers.

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