‘Only in America’: Trump hails Nvidia’s record $96.2B quarter and Micron’s massive $250B US bet — are you cashing in? - Yahoo Finance

U.S. President Donald Trump recently praised NVIDIA's record quarterly revenue and Micron Technology's massive U.S. investment, framing these companies as symbols of American economic strength. NVIDIA... Read original →

The explosive growth of NVIDIA and Micron reflects a fundamental reshaping of the entire semiconductor ecosystem driven by AI chip demand. Enhanced data processing capabilities are accelerating upstream innovations in EDA tools, advanced process nodes, and memory technologies. Policy support from the current administration is reinforcing domestic manufacturing and R&D incentives, yet increasing geopolitical fragmentation raises supply chain risks. Companies are accelerating investments in U.S. facilities and localization to mitigate uncertainties, driving up operational costs. Global rivals like TSMC, Samsung, and NVIDIA are responding with increased capital expenditure and strategic alliances to maintain competitive edge. Over the next 12 months, sustained AI compute demand will fuel massive capital spending, while policy-driven industrial reshoring will redefine global value chains, establishing a U.S.-centered tech ecosystem.