This doesn't make sense. Nvidia literally has offices all over the world including India (a country that gets the most flak for offshoring). So why now ? Suddenly, "offshoring bad" ? I don't buy it. I think it is more about AI data centers. I could be wrong.
Either political posturing, or he sees the United States beginning to rapidly accelerate ($$$) certain sectors or companies as part of a strategic development effort, much like China often does. Possibly a mix of both.