Nvidia “Check-Mates” Tariff Chaos By Abandoning Asia and Piling into Texas—BIGLY…

Nvidia just pulled the most pro-America move in an everyone hates America world: it’s building the future of AI... in Texas. As of this morning, Nvidia announced it’s going full domestic, pledging to produce its AI supercomputers entirely in the U.S. over the next four years. Meaning, with a flurry of billion-dollar partnerships, 1M+ square feet of factory space, and a commitment to mass-produce the Blackwell AI chips, Nvidia is cutting out the offshore middlemen and serving us our insatiable demand for AI right here in the land of the brave and home of the Dennys. Bigly. 

(Source: Inc. Magazine) 

Now with that said, let’s call this move what it really is: a preemptive strike against geopolitical chaos. Trump has slapped 32% on Taiwanese imports and a batsh*t 145% on Chinese goods (at this point, I’m literally dreaming of the number 145 from how many times I’ve typed that in the last seven days). And guess where Nvidia’s supply chain lives? If you said China and Taiwan, you’d be correct. 

With the new tariffs enacted, Nvidia's margins were about to get incinerated. But then, in true D.C. fashion, the administration walked back the tariffs on Friday, exempting chips, phones, and computers—only for Trump to reverse course again Sunday and threaten new semiconductor tariffs “within the week.” 

(Source: CNBC) 

So presumably after reading my morning article on the matter, Jensen Huang has pivoted to make Texas even more of a “tech” state than it already is. For more context, the move is as follows: Nvidia’s Blackwell chips are being fabbed in Arizona at TSMC’s U.S. plant, while Foxconn and Wistron are setting up supercomputer manufacturing in Houston and Dallas. Mass production is set to take up to 12 to 15 months. Which means, in about a year, the AI boom will be running on chips born and raised in red-blooded America. Yee-f*ing-haw (I can say that, I’m from Oklahoma–a.k.a. Texas’ slightly more middle-American brother). 

Oh, and because Nvidia can’t help but cash checks and snap even more necks, they’re using their own tech to design and operate the factories. Digital twins. AI-powered automation. Factory robots building AI chips so other robots can think better. Call it a dystopian ouroboros of capital efficiency with Obi-Huang-Kenobi holding the leash. 

(Source: Reuters) 

Again, this is a big deal simply because this is the same Nvidia that’s been outsourcing to Asia for decades. The same Nvidia that said tariffs wouldn’t hurt them much in the short term. But “short term” is dead. Now it’s about long-term insulation. And not waking up one day to find your margin absolutely roasted because Trump tweeted about Xi Jingping’s terrible haircut. 

What’s more is that Nvidia’s promising hundreds of thousands of them in the coming decades, which will sound great in campaign ads and economic reports. And you know full well, the White House is going to take credit for it. Which, to be fair, they should. While the tariff madness has caused heartache (read: businesses and portfolios), it’s also opened up to pivots such as what Nvidia is doing. Now you can like it or you can hate it, but you can’t deny that Nvidia saw the future, saw the tariffs, saw the chaos—and decided to beat the system by building its own, all while everyone else is losing their collective sh*t over exemptions. 

(Source: Benzinga) 

Of course, do what you will with this information. But for now, keep your eyes on Nvidia and place your bets accordingly. Until next time, friends…

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Stocks.News does not hold positions in companies mentioned in the article.