According to The Kobeissi Letter, Nvidia has announced their plan to produce American-made AI supercomputers, marking a first for the company. Over the next four years, Nvidia aims to produce up to $500 billion of AI infrastructure in the US. This strategic move is expected to significantly impact Nvidia's stock ($NVDA) by potentially increasing its value, as it taps into the high-demand AI sector. Traders should monitor Nvidia’s production progress and related market movements closely.