Nvidia Corp NVDA and Advanced Micro Devices Inc AMD are racing to define the future of AI and data center dominance. While one is breaking ground in the U.S., the other is shrinking down to the cutting edge of 2nm tech.
Investors hoping to ride the AI wave must decide: factory floors or fabrication finesse?
Nvidia Bets On Made-in-America AI Might
Nvidia is going local. For the first time, the company is building AI supercomputers entirely in the U.S., kicking off production of its Blackwell chips at TSMC’s Arizona facility and constructing AI supercomputer plants with Foxconn and Wistron in Texas.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Nvidia CEO Jensen Huang. “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers.”
Related: Trump Hypes $500 Billion NVIDIA Investment In US AI Supercomputers: ‘Golden Age Of America’ Begins
The move not only secures supply chain resilience but also positions Nvidia at the heart of U.S. tech infrastructure expansion.
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Despite a slightly sluggish stock (down 5.23% in the past month), NVDA stock’s eight-day and 20-day simple moving averages flash bullish signals, giving bulls a reason to stay optimistic.
AMD Goes Atomic With 2nm And Arizona Anchoring
While Nvidia is laying bricks, AMD is making atoms dance. Its upcoming EPYC processor, “Venice,” is the first high-performance computing chip taped out on Taiwan Semiconductor Manufacturing Co Ltd‘s TSM next-gen 2nm (N2) node.
“TSMC has been a key partner for many years,” said AMD CEO Dr. Lisa Su. “Being a lead HPC customer for TSMC’s N2 process and for TSMC Arizona Fab 21 are great examples of how we are working closely together to drive innovation.”
AMD also validated its 5th Gen EPYC chips at TSMC’s Arizona facility, mirroring Nvidia’s U.S.-centric strategy.
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Technically, AMD stock remains in a firmly downward trend with bearish signals across most key moving averages.
Whether you’re betting on concrete or nanometers, this chip war is heating up – and there’s no neutral ground left.
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