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On October 17, 2025, NVIDIA made a significant announcement: the first Blackwell wafer it had manufactured in the United States had officially come off the production line. This particular wafer was crafted at TSMC's brand-new facility in Phoenix, Arizona. This milestone is noteworthy as it represents the inaugural instance of NVIDIA's core AI chips being produced on American soil. It marks a pivotal stride towards the localization of the U.S. chip supply chain, aligning with the nation's broader strategic goals. The Blackwell chip stands as NVIDIA's most sophisticated AI chip to date. Leveraging TSMC's cutting-edge 4NP manufacturing process, it boasts an impressive 208 billion transistors. This technological leap translates into a substantial performance boost compared to its predecessors, solidifying its position as a game-changer in the AI landscape.
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