<h1>Tariff policy shift: domestic semiconductor production positioned to reduce tariff exposure and bolster supply chain resilience.</h1> Nvidia announced onshore production of Blackwell AI chips and AI supercomputers in Arizona and Texas through manufacturing and testing facilities and partnerships with contract manufacturers, citing supply chain strengthening and resilience. The move is contemporaneous with US trade measures: temporary tariff exemptions on electronics and anticipated semiconductor tariffs, positioning domestic production as a response to tariff exposure while enabling packaging, testing operations, and large scale operational ramp up.