In a bold statement signaling a turning point for American technology, Nvidia CEO Jensen Huang declared Sunday that the United States is entering a new “industrial revolution” powered by artificial intelligence. During an interview on The Sunday Briefing, Huang emphasized the pivotal role of domestic manufacturing in the AI sector and credited former President Donald Trump’s tariffs and pro-energy policies with accelerating the nation’s AI chip production capabilities.

Nvidia, the global leader in semiconductors and AI computing, recently celebrated a major technological milestone: producing the first Blackwell wafer in the United States in partnership with semiconductor giant Taiwan Semiconductor Manufacturing Company (TSMC). The wafer serves as the foundation for Nvidia’s most advanced AI chips yet—a key innovation poised to reshape industries worldwide.

“This past week was historic,” Huang stated. “We manufactured the most advanced AI chips in the world, in the most advanced fab in the world, here in America for the first time. All of this started with President Trump’s vision to reindustrialize the United States. His tariffs were a catalyst that enabled this progress at unprecedented speed. Less than a year later, we’re now producing the world’s leading AI chips right here in the U.S. This is just the beginning.”

Huang framed AI as the central driver of the next industrial revolution, comparable to historic technological leaps such as the steam engine, electricity, and the information technology boom. “Digital intelligence will augment virtually everything we do,” Huang explained. “Every industry—from manufacturing to healthcare, from finance to logistics—will be transformed. Nvidia sits at the epicenter of this revolution, and we are the engine driving this transformation forward.”

Industry experts have increasingly described this era as a global “arms race for compute power,” with nations racing to dominate AI supercomputing capabilities. Huang predicts that over the next three to four years, the U.S. could see roughly $500 billion worth of AI supercomputing technology manufactured and deployed domestically.

Huang specifically highlighted the impact of Trump-era policies on the U.S. technology sector. According to him, tariffs on foreign chips and semiconductors helped catalyze domestic production by incentivizing investment in American manufacturing. Additionally, Trump’s pro-energy initiatives created the conditions necessary for the energy-intensive AI chip industry to thrive.

“One of the most important actions President Trump took was recognizing that reliable energy is critical for the technology industry,” Huang said. “His policies laid the foundation for sustained growth in AI and chip production in the United States.”

The production of cutting-edge AI chips, Huang explained, requires not only sophisticated technology but also highly skilled human capital. He stressed that the U.S. must invest in expanding its technical workforce to meet the demands of this emerging industrial revolution.

“We’re going to have to build magnificent factories—for chips, packaging, and AI supercomputers—but also facilities that produce digital intelligence itself,” Huang said. “All these factories require extraordinary skill and craftsmanship. We urgently need more trained electricians, plumbers, technicians, and networking specialists to staff these operations. Our nation must celebrate and expand these blue-collar and technical professions. This is where the next generation of American millionaires will emerge.”

The move to domestic AI chip production also positions the U.S. to compete on a global scale. With AI technology becoming a cornerstone of both economic growth and national security, Huang warned that America cannot afford to fall behind. “This is more than a technological revolution—it’s a strategic imperative,” he said. “Every company will need AI. Every industry will be impacted. The time to act is now.”

Nvidia’s breakthrough in AI chip manufacturing represents more than a corporate achievement—it signals the dawn of a new American industrial revolution. By combining advanced technology, strategic policy, and workforce development, the U.S. is positioning itself as a global leader in AI innovation. As Huang puts it, “This is just the beginning. The future of AI—and the future of American industry—is being built here, now.”