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.