SemiconductorsTechnology

NVIDIA Begins US Production of Blackwell AI Chips at TSMC Arizona Facility

NVIDIA has unveiled its first Blackwell wafer manufactured domestically at TSMC’s Arizona facility, according to reports. The company reportedly aims to strengthen its US manufacturing footprint amid global supply chain considerations, with CEO Jensen Huang calling it a historic moment for American chip production.

Domestic Manufacturing Milestone for AI Chips

NVIDIA has revealed what sources indicate is the first wafer for its Blackwell architecture manufactured in the United States, according to company announcements. The hardware was reportedly assembled at TSMC‘s semiconductor manufacturing facility in Phoenix, Arizona, marking a significant step in NVIDIA‘s efforts to strengthen domestic production capabilities for its advanced AI chips.

BusinessTechnology

Wall Street Analysts Issue Major Stock Upgrades and Downgrades Across Tech, Energy Sectors

Wall Street analysts made significant moves Friday with upgrades for space company Intuitive Machines and downgrades for several financial stocks. Major calls covered technology giants including Nvidia and AMD, energy leaders like Chevron, and consumer companies including Amazon.

Major Analyst Upgrades Drive Market Activity

Wall Street analysts issued numerous significant stock rating changes Friday, with several major upgrades in the technology and energy sectors according to reports. Deutsche Bank upgraded Intuitive Machines from hold to buy, with analysts suggesting the space company presents an attractive risk-reward setup for the next 3-6 months. Sources indicate the firm sees Intuitive Machines as a “secular winner” in the space exploration market.

ManufacturingSemiconductorsTrade

TSMC Accelerates U.S. Expansion With Advanced 2nm Chip Production in Arizona Facilities

Taiwan Semiconductor Manufacturing Company is reportedly accelerating its U.S. operations with plans to introduce cutting-edge 2nm chip production in Arizona. Sources indicate the expansion includes additional land acquisition and advanced manufacturing capabilities to meet extraordinary AI-driven demand from American clients.

Major U.S. Expansion Plans

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly planning a significant acceleration of its Arizona operations, according to recent earnings call discussions. Sources indicate the chip manufacturing giant is preparing to secure a second large land parcel near its existing facilities to support expanded production capacity. The expansion appears driven by extraordinary demand from American technology companies seeking domestic semiconductor manufacturing capabilities.

GamingSoftware

Nvidia Expands GeForce NOW Library with Classic Titles and Launches Member Rewards Program

Nvidia’s GeForce NOW cloud gaming service has expanded its library with several new titles, including classic Street Fighter games and Splinter Cell Pandora Tomorrow. The company also announced a new rewards program offering exclusive perks to Ultimate members, starting with a Borderlands 4 Golden Key.

New Games Join GeForce NOW Library

Nvidia’s GeForce NOW cloud gaming service has reportedly expanded its supported titles this week, adding multiple games across various platforms. According to reports, the latest additions include classic franchises and new releases, enhancing the platform’s diverse offerings for subscribers.