Part 13/15:
The announcement that Nvidia will produce AI supercomputers entirely in the US is a positive sign. Tesla’s demand for supercomputing power for its autonomous systems and AI training aligns well with these developments. Nvidia’s partnerships and new factories in Texas and Arizona aim to produce up to $500 billion worth of AI infrastructure over the next four years, bolstering domestic manufacturing capabilities.
Geopolitical and Supply Chain Considerations
Rising tensions between China and Taiwan, combined with current US-China trade relations, make it essential for critical military and industrial supply chains to move out of China. Ensuring the US can independently produce vital items—such as steel, pharmaceuticals, and batteries—is becoming a strategic priority.