Washington, D.C. (October 28, 2025) — Nvidia CEO Jensen Huang made a series of landmark announcements during the company’s GTC (GPU Technology Conference) in Washington, D.C., showcasing the firm’s growing role in artificial intelligence (AI), telecommunications, and national technology infrastructure. The event underscored Nvidia’s ambitions to reinforce its image as a “core pillar of America’s AI ecosystem.”
Nvidia AI Chips Now Made in the U.S.
At the GTC keynote, Huang revealed that Nvidia’s Blackwell AI chips, the company’s fastest and most powerful graphics processors to date, are now in full production in Arizona. This marks the first time Nvidia’s flagship GPUs have been manufactured on U.S. soil, with previous production taking place exclusively in Taiwan.
The move follows a request from President Donald Trump, who urged Nvidia to “bring manufacturing back” for reasons of national security and job creation. Huang confirmed that the first Blackwell wafers were recently produced in Phoenix in collaboration with Taiwan Semiconductor Manufacturing Company (TSMC). Nvidia also confirmed that complete Blackwell-based systems will now be assembled in the United States.
The company’s shift to domestic production is being viewed as a strategic effort to mitigate supply chain risks while aligning with U.S. government priorities around AI sovereignty and technological independence.
Nvidia Expands Into Telecom With Nokia Partnership
In another headline-making announcement, Huang revealed a $1 billion investment in Finland-based Nokia, aimed at developing AI-enhanced telecom systems. The partnership will leverage Nvidia AI computing to power 5G and 6G base stations, addressing Western policymakers’ concerns about heavy reliance on foreign technology—particularly from Chinese firms such as Huawei.
“Our communication fabric has been built on foreign technologies. That has to stop,” Huang stated during the keynote. “We have an opportunity to bring telecommunications technology back to America.”
The collaboration will introduce a new Nvidia platform, ARC, which combines the company’s Grace CPU, Blackwell GPU, and networking components to build high-performance base stations capable of supporting next-generation AI-powered networks.
Industry experts estimate the global telecom equipment market at $3 trillion, making this partnership a significant diversification move for Nvidia beyond its core GPU business.
Nvidia AI and Quantum Computing Initiatives
Nvidia also announced several new AI and quantum computing collaborations, signaling the company’s commitment to maintaining U.S. technological leadership. Huang unveiled NVQLink, a system connecting quantum chips to Nvidia GPUs, enabling researchers to develop quantum-GPU hybrid applications.
The company will partner with the U.S. Department of Energy to build seven new supercomputers, cementing Nvidia’s role in the federal government’s AI and quantum research ecosystem. Nvidia said 17 quantum computing startups have already committed to producing hardware compatible with its NVQLink platform.
Huang emphasized the importance of these efforts, saying, “Researchers will be able to orchestrate quantum devices and AI supercomputers to run powerful quantum GPU applications.”
Global and Political Implications
The GTC 2025 conference was strategically held in Washington, D.C., allowing Nvidia to engage directly with U.S. policymakers and reinforce its image as a cornerstone of American innovation. Huang noted that the company’s initiatives align with U.S. interests in countering China’s growing influence in AI and telecom technologies.
Despite strong global demand for its GPUs—over 6 million Blackwell units shipped in the last four quarters—Nvidia continues to face challenges due to U.S. export restrictions on AI chip sales to China. Huang confirmed that Nvidia is currently “100% out of China,” a significant shift for the company that once counted the Chinese market as a major growth driver.
The Trump administration has allowed limited exports of Nvidia’s H20 chip, but only under strict licensing conditions and a 15% tax on China sales.
Market Outlook and Industry Impact
Analysts say the announcements could boost Nvidia’s stock performance as the company deepens its integration into strategic industries. The combination of domestic chip production, AI-driven telecom infrastructure, and quantum computing partnerships positions Nvidia as a central player in the next decade of technological advancement.
Moreover, by producing its AI chips in Arizona, Nvidia strengthens its resilience against geopolitical disruptions while contributing to America’s broader efforts to rebuild domestic semiconductor capacity.
With its AI leadership, telecom diversification, and quantum breakthroughs, Nvidia is not just shaping the future of computing—it is redefining the boundaries of what an American technology company can achieve on the global stage.
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