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

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 announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas — part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years.