他表示，英伟达现在能够通过 ① NVIDIA CEO Jensen Huang stated that the supply chain will be moved from Asia back to the USA, and in the next four years, it will purchase hundreds of billions of dollars' worth of chips and other electronic products in the USA; ② Huang also emphasized that support from the Trump administration for the AI Industry will accelerate the development of the AI industry in the USA.
The Financial Associated Press reported on March 20 (Editor: Ma Lan) that U.S. President Trump's tariff threats continue to cause ripples. As a leading AI Chip supplier in the Global market, $NVIDIA (NVDA.US)$ CEO Jensen Huang recently stated that the supply chain will be shifted from Asia back to the USA.
Huang revealed that in the next four years, NVIDIA will invest hundreds of billions of dollars in local production of chips and other electronic products in the USA. He expects NVIDIA to spend around 500 billion dollars on Electric Appliances, easily producing AI products worth hundreds of billions in the USA.
He stated that NVIDIA is now able to produce the latest systems in the USA by collaborating with Asian suppliers such as Hon Hai. $Taiwan Semiconductor (TSM.US)$ .
Huang emphasized that he believes the Trump administration can accelerate the development of the AI industry in the USA. Trump is concerned about the success of the AI industry and is committed to ensuring that Energy does not become an obstacle, which is critical support for AI in the USA.
Localized production.
Earlier this week, NVIDIA held the GTC conference. At the conference, Huang announced the next-generation AI Chip Rubin and stated that NVIDIA will build millions of interconnected chip clusters in giant Datacenters, which will consume a large amount of Energy.
Huang pointed out that its latest Blackwell chip is being produced in the USA, and Taiwan Semiconductor's commitment to investing 100 billion dollars in the USA will greatly increase NVIDIA's supply chain resilience.
Denies rumors of investing in Intel.
In addition, Jensen Huang also denied the rumors of investment. $Intel (INTC.US)$ Previously, there were reports that Taiwan Semiconductor was negotiating with NVIDIA and other companies to establish a joint venture to acquire Intel's chip foundry business.
Jensen Huang claimed that there have been no such discussions, and while NVIDIA is indeed paying attention to Intel's chip packaging services, it has been regularly evaluating the foundry technologies of major manufacturers and is seeking opportunities to become a customer of Intel.
He revealed that Intel's success is very important and believes it will succeed, but NVIDIA needs some time to convince itself and Intel to establish a new supply chain.
Editor/jayden
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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