Nvidia said it is working with its manufacturing partners to design and build factories that, for the first time, will produce Nvidia AI supercomputers entirely in the U.S.
Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test Nvidia Blackwell chips in Arizona and AI supercomputers in Texas. Nvidia’s ecosystem partners will spend $500 million on the AI infrastructure.
The move isn’t a surprise given the political climate set by the Trump administration. And Nvidia’s key supplier, Taiwan’s TSMC, has been preparing to manufacture chips in the U.S. for years now and recently committed to spending as much as $100 billion on such factories in the future. But with this move, Nvidia will be taking a more active role in supercomputer production than it has it the past. It’s significant as Nvidia is one of the most valuable companies in the world with a market value of $2.737 trillion.
Nvidia Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. Nvidia is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12 to 15 months.
The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. Nvidia is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
Within the next four years, Nvidia plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with Nvidia, growing their businesses while expanding their global footprint and hardening supply chain resilience.
Nvidia AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories that are the infrastructure powering a new AI industry. Tens of “gigawatt AI factories” are expected to be built in the coming years. Manufacturing Nvidia AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of Nvidia, in a statement. “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
The company will utilize its advanced AI, robotics and digital twin technologies to design and operate the facilities, including Nvidia Omniverse to create digital twins of factories and Nvidia Isaac GR00T to build robots to automate manufacturing.
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