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3w ago

Nvidia Commits $500 Billion to U.S. AI Manufacturing in Landmark Shift

The company will produce AI supercomputers entirely in the U.S. for the first time, with facilities in Arizona and Texas set to ramp up production within 12 to 15 months.

FILE PHOTO: The Nvidia logo and U.S. and Chinese flags are seen in this illustration taken on January 29, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
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Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during the Nvidia GPU Technology Conference (GTC) in San Jose, California, US, on Tuesday, March 18, 2025. Jensen will discuss whats next in agentic AI, robotics, accelerated computing. Photographer: David Paul Morris/Bloomberg
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Overview

  • Nvidia has pledged up to $500 billion over four years to build AI infrastructure entirely in the U.S., marking its first fully domestic production of AI supercomputers.
  • Initial production of Nvidia's Blackwell AI chips has already begun at TSMC's facility in Phoenix, Arizona, with additional testing and packaging operations handled by Amkor and SPIL in the state.
  • Two supercomputer manufacturing plants are under construction in Texas, partnering with Foxconn in Houston and Wistron in Dallas; mass production is expected within 12 to 15 months.
  • The move is driven by U.S.-China trade tensions, Trump administration tariff policies, and a push for supply chain resilience and national security.
  • Nvidia's advanced manufacturing plans include over one million square feet of space, leveraging digital twin technology and automation to optimize operations.