- By Alex David
- Sat, 01 Nov 2025 11:25 PM (IST)
- Source:JND
Nvidia is now manufacturing its most advanced Blackwell AI GPUs in Arizona — and Pat Gelsinger, who got pushed out of Intel this year after that brutal board vote, is now publicly cheering Nvidia for doing what he always believed Intel should lead: re-industrialising US semiconductor production. He posted on X saying the US must build its most advanced chips at home, for supply chain resilience and national security. What this really means is US chipmaking is becoming a political and strategic mandate, not just a business decision.
Gelsinger applauds Nvidia’s US production push
Gelsinger posted:
- US should build advanced chips domestically
- Supply chain security matters
- He wants even faster investment
- He literally wrote: “go faster, build more, go faster, build bigger, go faster…”
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Jensen Huang: Trump directly asked for this
At GTC, Jensen Huang dropped this:
- Trump asked him 9 months ago to bring manufacturing back to US
- Nvidia listened
- Blackwell GPUs are now in full production in Arizona.
Nvidia + Intel: the unlikely partnership
Last month Nvidia agreed to invest $5B in Intel.
The plan:
- Intel will build Nvidia-custom x86 CPUs for data centres.
- Nvidia will tie those chips into its AI platforms using NVLink
Translation: Nvidia is outsourcing parts of its CPU roadmap to Intel’s fabs — while Intel needs Nvidia’s cash and volume to stay relevant.
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Why this story matters
We are watching the early shape of a new US strategy:
- AI is national infrastructure.
- Chipmaking is now foreign policy.
Gelsinger is celebrating Nvidia because his idea finally won — even if he isn’t the one executing it anymore.