### Nvidia Plans to Produce AI Chips in the United States On Monday, Nvidia announced plans to lease over one million square feet of manufacturing space in Arizona and Texas for the production and testing of AI chips, with the goal of shifting part of its manufacturing operations to the United States. The company stated that its latest Blackwell AI chips have already begun production at TSMC's facility in Phoenix, Arizona. The move by Nvidia is a strategic response to the increasing concerns over global supply chain diversification and security. By reducing its reliance on overseas manufacturing, Nvidia aims to enhance its domestic production capabilities. This aligns with the U.S. government's efforts to boost local semiconductor manufacturing and reflects Nvidia's forward-looking strategy in technology development. Nvidia's new manufacturing sites in Arizona and Texas will utilize advanced equipment and processes to ensure the production of high-quality AI chips. These chips will support Nvidia's innovations in artificial intelligence, autonomous vehicles, and high-performance computing. The company projects that the new facilities will create numerous high-tech jobs, positively impacting the local economies. Nvidia's CEO, Jensen Huang, emphasized that this decision is driven by the desire to better serve customers and partners, while also strengthening the company's global competitiveness. He believes that U.S. manufacturing will provide greater flexibility, accelerate product launch times, and enhance supply chain stability. Huang also highlighted the importance of government support in this endeavor. This development is significant not only for Nvidia but also for the broader semiconductor industry. As governments worldwide introduce policies to support domestic chip manufacturing, the global chip production landscape is undergoing a major transformation. Nvidia's move is expected to encourage more tech companies to invest in U.S. manufacturing, thus fostering the growth of the American semiconductor industry. ### Illumynt Completes Major Supercomputer Retirement Project CNE Direct, Inc., operating under the name Illumynt, has successfully completed the retirement of one of the world's largest supercomputer facilities. The project concluded in March, with Illumynt receiving, testing, and reselling thousands of racks and components specifically optimized for artificial intelligence. The final sales revenue surpassed initial expectations. The project's success is attributed to Illumynt's focused service delivery. The company's team efficiently managed the complex tasks of equipment recovery and testing, leveraging a broad network of partners to successfully resell the high-quality used devices to buyers around the world. This not only maximized the value for their clients but also reduced resource wastage. "We are very pleased to have completed this important task," said Illumynt's CEO. "It is a testament to our service capabilities and the hard work and expertise of our team. In the future, we will continue to enhance our service capabilities and market coverage, providing even better technical solutions to our customers." This project showcases Illumynt's professionalism in supercomputer facility retirement and reutilization, contributing positively to environmental sustainability. By reallocating high-performance computing resources, Illumynt helped clients recover asset values and facilitated the use of these technologies in other domains. With global computing demand on the rise, Illumynt plans to expand its service portfolio, aiming to offer more comprehensive and efficient IT asset management solutions to businesses. ### AMD Announces Progress on 2-Nanometer Process Chips and Shifts Production to the U.S. AMD recently disclosed significant progress in the development of its first 2-nanometer process chips, part of the sixth-generation EPYC “Venice” series. The company revealed that the 2-nanometer core (CCD) has successfully passed testing and has been successfully booted on TSMC's N2 process node. This achievement marks a crucial step in AMD's advancement in cutting-edge process technology. In addition to the 2-nanometer chip news, AMD announced a strategic production shift, moving some of its current-generation chip manufacturing to the United States. This move aims to diversify the company's supply chain and enhance domestic technical manufacturing capabilities. It responds to the growing emphasis on localized production and supply chain security. 2-nanometer process technology is a key development in the semiconductor industry due to its potential to significantly improve chip performance and energy efficiency while reducing chip size and power consumption. AMD's sixth-generation EPYC “Venice” processors are expected to benefit from these advancements, boosting their competitive edge in the data center and high-performance computing markets. As the technology evolves and production ramps up, these new processors are poised to offer users superior computing experiences in the coming months. ### Industry Insiders’ Evaluation and Company Profiles Nvidia's decision to produce AI chips in the U.S. is seen as a strategic move that not only strengthens its supply chain but also aligns with the government's initiatives to foster domestic semiconductor manufacturing. Industry experts believe this will give Nvidia a competitive advantage, particularly in the realms of AI and high-performance computing. Illumynt's successful completion of the supercomputer retirement project highlights its expertise and efficiency in managing large-scale, high-complexity IT asset management tasks. This achievement positions the company well to expand its services and meet the growing demand for sustainable, cost-effective IT solutions. AMD's progress in 2-nanometer technology and its shift in manufacturing to the U.S. are significant steps that underscore the company's commitment to technological innovation and supply chain resilience. Analysts predict that these moves will solidify AMD's position in the market and drive further advancements in data center and computing technologies. ### Company Profiles **Nvidia** Nvidia is a leading American technology company known for its advancements in graphics processing units (GPUs), AI, and high-performance computing. Founded in 1993 and headquartered in Santa Clara, California, the company has played a crucial role in the development of technologies for gaming, data centers, and autonomous machines. **Illumynt (CNE Direct, Inc.)** Illumynt is a technology service provider specializing in IT asset management, including the decommissioning and resale of high-performance computing equipment. Based in Burlington, Massachusetts, the company prides itself on delivering efficient and sustainable solutions to its clients. **AMD (Advanced Micro Devices)** Advanced Micro Devices, Inc. is a multinational semiconductor company headquartered in Santa Clara, California. Founded in 1969, AMD is renowned for its CPU and GPU technologies, competing with Intel and Nvidia in the data center and high-performance computing markets. The company's recent advancements in 2-nanometer process technology are expected to further enhance its market position.