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Former Intel CEO Backs Nvidia’s US Chip Manufacturing Strategy

Former Intel CEO Applauds Nvidia’s US Chip Manufacturing Move

Pat Gelsinger, the former Intel CEO, has praised Nvidia’s decision to manufacture its advanced Blackwell AI chips in Arizona, calling it a crucial step for resilient semiconductor supply chains.

Key Takeaways

  • Nvidia begins full production of Blackwell AI chips in Arizona
  • Former Intel CEO Pat Gelsinger endorses US manufacturing push
  • Nvidia CEO reveals Trump requested domestic production nine months ago
  • Companies partner on $5 billion investment for custom data center products

Gelsinger’s Strong Endorsement

Sharing his views on X (formerly Twitter), Gelsinger expressed strong support for Nvidia’s move. “I have been affirming for years the need to build our most advanced products in the US and very pleased to see this step being taken,” he wrote.

The former Intel chief emphasized the strategic importance, stating: “We need to have more resilient supply chains for the world’s most important technology — semiconductors.” He concluded with an enthusiastic: “Well done, go faster, build more, go faster, build bigger, go faster…”

Nvidia’s US Manufacturing Push

At Nvidia’s GTC conference this week, CEO Jensen Huang confirmed that Blackwell graphics processing units are now in full production in Arizona. Huang revealed that former President Donald Trump had requested domestic manufacturing nine months earlier.

“The first thing that President Trump asked me for is bring manufacturing back,” Huang said during the conference. “Bring manufacturing back because it’s necessary for national security. Bring manufacturing back because we want the jobs. We want that part of the economy.”

Strategic Intel Partnership

Last month, Nvidia announced a $5 billion investment in Intel, marking a significant partnership between the chipmakers. The collaboration aims to develop multiple generations of custom data center and PC products.

The companies will focus on connecting Nvidia and Intel architectures using Nvidia NVLink technology. This integration combines Nvidia’s AI and accelerated computing with Intel’s CPU technologies and x86 ecosystem.

For data centers, Intel will build Nvidia-custom x86 CPUs that Nvidia will integrate into its AI infrastructure platforms and market to customers.

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