Nvidia’s Huang pledges AI will boost manufacturing jobs. A test will come in Texas - AP News

In an exclusive interview with The Associated Press, NVIDIA CEO Jensen Huang emphasized that the age of artificial intelligence demands new social norms, encouraging people to embrace its potential ra... Read original →

Huang’s bet on AI-driven manufacturing revival hinges on leveraging indium phosphide lasers and advanced packaging to reshape the entire tech stack. Coherent’s Texas expansion doesn’t just enable NVIDIA’s optical interconnects—it pressures TSMC (Taiwan, China) to accelerate EUV yield at 3nm and below, as copper interconnects hit physical limits under AI chip stacking demands. While the CHIPS Act lowers upfront capex risk, hidden compliance costs loom: any U.S.-China tech escalation could disrupt critical gas or photoresist supplies, stranding Texas fabs with idle tools. In response, AMD and Intel may partner with ASML (Netherlands) to standardize silicon photonics co-packaging, aiming to fracture NVIDIA’s vertical stack. Over the next 18 months, ‘manufacturing-as-a-service’ will emerge—but the real winners won’t be equipment vendors; they’ll be material-process integrators who command atomic-scale fabrication control.