NVIDIA CEO Jensen Huang announced a landmark partnership with Taiwan Semiconductor Manufacturing (TSMC) to produce the first US-made Blackwell wafer, the foundation of its most advanced AI chips. The announcement came during the inaugural NVIDIA GTC conference in Washington, D.C., where Huang declared that artificial intelligence is driving a new industrial revolution in the United States. This strategic move to onshore the production of its critical components is a significant development for NVIDIA, addressing supply chain vulnerabilities and aligning with US efforts to boost domestic semiconductor manufacturing. Huang also projected that the growing demand for AI infrastructure could lead to the deployment of approximately $500 billion worth of AI supercomputing technology in the US. In separate news reflecting the immense investor confidence in the company's trajectory, a market analysis highlighted that NVIDIA is on pace to potentially become the first company to reach a $5 trillion market capitalization, possibly by mid-November 2025. Market data from October 27, 2025, showed NVIDIA's stock gaining during the session.