Overview

• Nvidia has committed up to $500 billion over the next four years to produce AI infrastructure entirely in the U.S., marking a significant shift in its manufacturing strategy.
• Production of Nvidia's Blackwell AI chips has already started at TSMC's facility in Phoenix, Arizona, with additional chip packaging and testing handled by Amkor and SPIL.
• The company is constructing two supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas, with mass production expected within 12 to 15 months.
• This move addresses growing global AI demand and aims to strengthen supply chain security amid escalating U.S.-China trade tensions.
• The White House has praised Nvidia's investment as a success for U.S. manufacturing, referring to it as the 'Trump Effect in action.'