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英伟达首次在美本土制造AI超级计算机,Blackwell芯片已在亚利桑那投产

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2025-04-14 13:34:04

英伟达重磅布局美国AI产业:本土制造超级计算机与Blackwell芯片量产计划全面启动



NVIDIA官方博客最新公告,全球AI芯片巨头英伟达正式启动美国本土化战略:

• 将在亚利桑那州与台积电建立联合生产线,首次实现Blackwell架构AI芯片的美国本土量产

• 德克萨斯州休斯顿与达拉斯两大制造基地由富士康与纬创联合承建,预计2025年内实现规模化生产

• 公司宣布5000亿美元四年投资计划,重点构建覆盖全美的AI基础设施网络



供应链与就业双重利好:

该战略将显著缩短英伟达产品交付周期,同时创造超过20万个高技能工作岗位,涵盖芯片制造、系统集成及数据中心运维等领域。



投资者影响分析:

1. 供应链韧性提升:本土化生产降低地缘政治风险,增强业务连续性预期

2. 政策红利可期:符合美国《芯片法案》导向,可能获得额外税收减免

3. 产能瓶颈突破:新产线将缓解当前AI芯片全球短缺局面

4. 长期价值锚点:5000亿美元投资计划明确未来四年增长路径

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