AITom's Hardwareabout 2 hours ago
Nvidia and Intel tout US chip supply chain gaps
6 min read
Nvidia's US manufacturing partners span 43 states, with TSMC's Phoenix plant producing Blackwell wafers at volume. Nvidia plans $500 billion of AI infrastructure in the US over four years. Intel presents end-to-end US capabilities. Both omit that crucial Blackwell packaging steps remain offshore.
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