Chip Supply Chain Policy

regulatory geographic shift deals
Proposed US revenue-sharing tariffs on China sales are fracturing supply chains, prompting Intel and Digital Connexion to aggressively establish India as a strategic manufacturing and hosting alternative for infrastructure.
intel india fab
Intel has entered an alliance with the Indian conglomerate Tata to explore manufacturing capabilities within India's first semiconductor fabrication plant, potentially serving as a strategic move to secure a future outsourced packaging partner.
nvidia infrastructure service
Nvidia is developing a new inventory management service, which, although not primarily intended for tracking graphics processing units, offers customers the capability to verify the location of their existing GPU stockpiles if opted into.
India AI Super-Hub
The evaluation of Digital Connexions' $11 billion investment in an artificial intelligence-native campus suggests this large-scale development could firmly establish India as the next major global compute hub.