Nvidia is planning to invest $500 billion in the U.S. chip industry, focusing on AI manufacturing and responding to tariff threats. CEO Jensen Huang announced this strategy during the Nvidia GTC 2025 conference in San Jose, where he also showcased an AI-powered droid. The company is experiencing strong demand for its Blackwell chips and has outlined a product roadmap extending through 2028, positioning itself for long-term growth in AI, robotics, and quantum computing. Despite recent market volatility, Nvidia's stock has shown resilience, gaining 2.6% following the conference. Analysts remain optimistic about Nvidia's prospects, with upgrades from Raymond James for derivative plays linked to the company. The AI sector is projected to reach a valuation of $1.8 trillion by 2030, highlighting the growing importance of companies like Nvidia in this space.