Nvidia announced the first U.S.-produced wafer for its 'Blackwell' family of AI chips, manufactured at TSMC’s Phoenix, Arizona plant. The wafer uses advanced 2nm, 3nm, and 4nm technologies and is designed for AI training and inference workloads powering next-generation data centers. The move strengthens U.S. onshoring of semiconductor supply chains amid geopolitical tensions. Analysts say it positions Nvidia to maintain leadership in AI hardware, though full commercial volumes are expected only by mid-2026.