Overview

• Nvidia announced plans to manufacture AI supercomputers fully in the United States for the first time, with production already underway for Blackwell chips at TSMC's Arizona facility.
• The company is investing up to $500 billion over the next four years to build AI infrastructure, including supercomputer plants in Texas in partnership with Foxconn and Wistron.
• Mass production at the Texas facilities is expected to ramp up within 12 to 15 months, marking a significant shift in Nvidia's global manufacturing strategy.
• Nvidia is leveraging advanced technologies like digital twins and robotics to optimize operations at its new U.S. factories, which span over one million square feet.
• The initiative responds to surging AI demand, strengthens supply chain resiliency, and aligns with U.S. trade policies encouraging domestic high-tech manufacturing.