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Nvidia has announced plans to manufacture its AI supercomputers entirely within the United States, marking the first time the company will conduct chip packaging and supercomputer assembly domestically. The move, driven by increasing global demand for AI chips and the potential impact of tariffs, aims to establish a resilient supply chain and bolster the American AI ecosystem. Nvidia is partnering with major manufacturing firms including TSMC, Foxconn, and Wistron to construct and operate these facilities.

Mass production of Blackwell chips has already commenced at TSMC's Phoenix, Arizona plant. Nvidia is constructing supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas. These facilities are expected to ramp up production within the next 12-15 months. More than a million square feet of manufacturing space has been commissioned to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.

The company anticipates producing up to $500 billion worth of AI infrastructure in the U.S. over the next four years through these partnerships. This includes designing and building "gigawatt AI factories" to produce NVIDIA AI supercomputers completely within the US. CEO Jensen Huang stated that American manufacturing will help meet the growing demand for AI chips and supercomputers, strengthen the supply chain and improve resiliency. The White House has lauded Nvidia's decision as "the Trump Effect in action".
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References :
  • Reid Burke: NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time
  • insideAI News: NVIDIA today said it is working with manufacturing partners to design and build factories that will produce NVIDIA AI supercomputers — i.e., “AI factories†— entirely in the United States… NVIDIA said that within four years, it plans to produce up to half a trillion dollars worth of AI infrastructure in the U.S. through partnerships ....
  • AIwire: Nvidia Begins US Production of Blackwell Chips, AI Systems to Follow
  • www.theguardian.com: Nvidia says it will build up to $500bn of US AI infrastructure as chip tariff looms
  • www.tomshardware.com: Nvidia aims to build $500 billion worth of AI servers in the USA by 2029
  • Analytics India Magazine: NVIDIA to Manufacture First American-Made AI Supercomputers
  • THE DECODER: Nvidia shifts AI production to US amid changing trade landscape
  • AI News | VentureBeat: Nvidia pledges to build its own factories in the U.S. for the first time to make AI supercomputers
  • www.cnbc.com: Nvidia to mass produce AI supercomputers in Texas as part of $500 billion U.S. push
  • the-decoder.com: Nvidia shifts AI production to US amid changing trade landscape
  • NVIDIA Newsroom: Everywhere, All at Once: NVIDIA Drives the Next Phase of AI Growth
  • blogs.nvidia.com: NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time
  • CIO Dive - Latest News: Nvidia pledges to invest up to $500B in US chip manufacturing
  • analyticsindiamag.com: NVIDIA to Manufacture First American-Made AI Supercomputers
Classification:
  • HashTags: #Nvidia #AISupercomputers #USManufacturing
  • Company: Nvidia
  • Target: US economy
  • Product: Blackwell chips, AI supercomputers
  • Feature: AI supercomputer manufacturing
  • Type: AI
  • Severity: Informative