Core Viewpoint - Nvidia plans to invest significantly in domestic chip production in the U.S., with a total procurement value potentially reaching $500 billion over the next four years [2]. Group 1: Nvidia's Investment Plans - Nvidia's CEO Jensen Huang announced that the company will spend several hundred billion dollars on U.S.-made chips and electronic products over the next four years, with a total procurement value possibly reaching $500 billion [2]. - The company is collaborating with TSMC and Foxconn to shift manufacturing operations to the U.S. [2]. Group 2: New Product Announcement - Nvidia is set to release the Blackwell Ultra NV72 server in the second half of this year, featuring two upgraded Blackwell GPUs and one Grace CPU per node, with a total of 72 nodes [3]. - The server will include up to 288GB of HBM3e high-bandwidth memory, with Dense FP4 performance reaching 15 PFlops and a total system Dense FP4 inference performance of 1.1 EFlops [3].