President Donald Trump on Tuesday pledged to expedite all necessary permits for Nvidia’s massive U.S.-based AI infrastructure investment, signaling direct support for Big Tech players doubling down on domestic expansion amid tariff uncertainty. The announcement follows Nvidia’s $500 billion commitment to building AI supercomputing infrastructure within the United States.
“This is very big and exciting news,” Trump declared in a post on Truth Social. “All necessary permits will be expedited and quickly delivered to Nvidia, as they will to all companies committing to be part of the Golden Age of America!”
$1.6 Trillion in Big Tech Investment
Nvidia’s pledge brings the total value of U.S.-based AI infrastructure commitments from major tech companies to more than $1.6 trillion since Trump’s return to the White House. The surge comes as companies aim to mitigate geopolitical risk, particularly around volatile global tariff policies and export restrictions.
Nvidia CEO Jensen Huang has previously acknowledged the unpredictability of the administration’s trade stance. Speaking at Nvidia’s annual GTC event in March, Huang said the firm was actively preparing to move manufacturing onshore, a move many observers see as a hedge against Trump’s tariff regime.
Following a reported dinner between Huang and Trump at Mar-a-Lago last week, the administration backed away from proposed restrictions on Nvidia’s chip exports to China.
Apple, Microsoft, Oracle Join Domestic AI Race
Nvidia’s news follows similar megaprojects announced by other tech giants:
- Apple committed $500 billion to expanding U.S. production over four years, a pledge made shortly after Trump publicly stated CEO Tim Cook had promised “hundreds of millions” in investment due to the administration’s trade stance.
- Microsoft announced an $80 billion investment in AI data centers, with more than half allocated to U.S. facilities.
- Oracle, OpenAI, and SoftBank unveiled a joint venture dubbed Stargate, with plans to spend $500 billion on U.S.-based AI infrastructure.
- TSMC, the Taiwan-based chip giant, increased its U.S. investment plan to $100 billion, building on its earlier $65 billion pledge under the 2022 CHIPS and Science Act.
Trade Policy Drives Onshoring Trend
The push for AI and semiconductor self-sufficiency is accelerating as Trump’s aggressive trade policy, tariffs, and regulatory unpredictability prompt tech firms to localize supply chains and production.
Companies now appear to be strategically aligning themselves with the administration’s domestic-first agenda in exchange for regulatory flexibility and public support.
