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CLAIM #47010 · NVIDIA Corporation (NVDA) · 2026Q1 earnings call · May 28, 2025 · due Dec 31, 2025

Process qualification is underway, with volume production expected by year-end.

Colette Kress · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

erscores the strategic value of open-source AI. When popular models are trained and optimized on US platforms, it drives usage, feedback, and continuous improvement, reinforcing American leadership across the stack. US platforms must remain the preferred platform for open-source AI. That means supporting collaboration with top developers globally, including in China. America wins when models like DeepSeq and QN run best on American infrastructure. Regarding onshore manufacturing, President Trump has outlined a bold vision to reshore advanced manufacturing, create jobs, and strengthen national security. Future plants will be highly computerized and roboticized. We share this vision. TSMC is building six fabs and two advanced packaging plants in Arizona to make chips for NVIDIA Corporation. Process qualification is underway, with volume production expected by year-end. Spill and Amcor are also investing in Arizona, constructing packaging, assembly, and test facilities. In Houston, we're partnering with Foxconn to construct a million-square-foot factory to build AI supercomputers. Wistron is building a similar plant in Fort Worth, Texas. To encourage and support these investments, we've made substantial long-term purchase commitments, a deep investment in America's AI manufacturing future. Our goal from chip to supercomputer, built in America, within a year. Each GB200 MBLink72 rack contains 1.2 million components and weighs nearly two tons. No one has produced supercomputers on this scale. Our partners are doing an extraordinary job. On AI diffusion rule, President Trump rescinded the AI diffusion rule, calling it counterproductive, and proposed a new p

Verify independently

SEC filings for NVDA · Claim quote is verbatim from the 2026Q1 earnings call.