For the first time, Nvidia will manufacture its AI supercomputers in the US, the company revealed Monday.
More than a million square feet of manufacturing space has been put into service by the tech giant to build and test its AI supercomputers in Texas and specialized Blackwell chips in Arizona. The company claims that this investment will result in the production of up to half a trillion dollars’ worth of AI infrastructure over the next four years.
According to a statement from Nvidia founder Jensen Huang, “the engines of the world’s AI infrastructure are being built in the United States for the first time.” “We can better meet the amazing and expanding demand for AI chips and supercomputers by strengthening our supply chain and increasing our resilience by incorporating American manufacturing.”
Nvidia’s announcement coincides with the Trump administration’s declaration that tariff exemptions for devices such as laptops and smartphones are merely a short-term fix while authorities create a new tariff strategy tailored to the semiconductor sector.
On Sunday, members of the White House, including President Donald Trump, played down the importance of exemptions that mitigate but do not completely remove the impact of U.S. tariffs on imports of popular consumer electronics and their essential parts.
While they are not subject to reciprocal tariffs but they are subject to the semiconductor tariffs that would likely be implemented in the next month or two, U.S. Commerce Secretary Howard Lutnick stated on Sunday.
In a post on its website, Nvidia announced that it has begun producing Blackwell chips at Taiwan Semiconductor Manufacturing Co. facilities in Phoenix. With Foxconn in Houston and Wistron in Dallas, the chip firm, which is headquartered in Santa Clara, California, is also constructing supercomputer manufacturing facilities in Texas.
According to Nvidia, manufacturing in the United States will generate hundreds of thousands of jobs and trillions of dollars in economic security over the next few decades. The company also stated that its AI super computers will power AI factories, a new kind of data center designed specifically for processing artificial intelligence.
Nvidia stated that mass production at both factories is anticipated to increase over the course of the next 12 to 15 months. Additionally, for “packaging and testing operations” in Arizona, the business intends to collaborate with Amkor and Taiwan-based SPIL.
Nvidia’s conduct was referred to as “the Trump Effect in action” by the White House in a statement on Monday.
Trump has prioritized U.S.-based chip manufacturing as part of his unrelenting drive for a resurgence in American manufacturing, and the White House reported that it is paying off, with trillions of dollars in new investments secured in the tech sector alone.
In a new alliance with OpenAI, Oracle, and SoftBank, Trump earlier this year stated a $500 billion investment in artificial intelligence-related infrastructure. In Texas, the White House said, the new organization, Stargate, was charged with developing data centers and the electricity generation required to advance the rapidly developing AI.
A $100 billion initial investment is anticipated, with the potential to increase by five times that amount.
