Nvidia has recently confirmed that it is producing chips in Arizona, which is a significant step beyond just testing.

Key Points:

• This production includes ‘production silicon’ rather than just ’test chips.’
• Previous statements from Nvidia indicated plans to manufacture at TSMC’s factory but not production-grade chips.
• Reports suggest that the chips being produced may focus on Blackwell AI GPUs rather than gaming GPUs.

“We are now running production silicon in Arizona.”
Translation: This is a positive shift for chip availability in the US.

This strategic move could provide Nvidia the capacity it needs for its AI products, which may ultimately increase the supply of gaming GPUs, although the specific volumes remain unknown, and improvements may not be immediate. With the backdrop of ongoing chip shortages affecting gamers and the gaming industry, this announcement understandably raises hopes for better GPU stock in the market.