DeeperML

Nvidia is significantly expanding its presence in the AI hardware landscape, announcing plans to mass produce AI supercomputers in Texas and shifting more of its AI production to the United States. This initiative includes building its own factories in the U.S., marking a notable shift in strategy. Working with manufacturing partners like Foxconn in Houston and Wistron in Dallas, Nvidia has commissioned over one million square feet of production space. This move is fueled by a planned investment of up to $500 billion in U.S. AI infrastructure over the next four years. Blackwell AI chips have already begun production at TSMC's facilities in Phoenix, Arizona, indicating rapid progress towards realizing these ambitious goals.

Mass production at the Texas plants is expected to ramp up within the next 12 to 15 months. Nvidia's commitment to US-based production involves partnerships with companies like Amkor and SPIL for packaging and testing operations in Arizona, creating a complex AI chip and supercomputer supply chain. These AI supercomputers are seen as engines for a new type of data center designed specifically for AI processing, referred to as "AI factories." Nvidia anticipates the construction of dozens of these "gigawatt AI factories" in the coming years, further solidifying its role in the rapidly expanding AI industry.

In addition to its supercomputing endeavors, Nvidia is intensifying its push into the robotics sector with the launch of its Jetson Thor platform, slated for the first half of 2025. This compact computing platform is specifically designed for humanoid robots, positioning Nvidia to capitalize on the potentially lucrative future of the robotics industry. While Google is also active in this space, Nvidia aims to offer a comprehensive technology platform for "physical AI," encompassing both the necessary software and robotic chips. Their existing Jetson Orin series chips have already seen adoption by humanoid robot manufacturers, and the upcoming Jetson Thor promises further enhanced capabilities.

ImgSrc: the-decoder.com

References :

• www.cnbc.com: Nvidia to mass produce AI supercomputers in Texas as part of $500 billion U.S. push
• syncedreview.com: Nvidia will launch Jetson Thor for humanoid robots in H1 2025, entering a growing market where Google is also active
• the-decoder.com: 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
• analyticsindiamag.com: NVIDIA to Manufacture First American-Made AI Supercomputers

Classification:

• HashTags: #NvidiaAI #AISupercomputers #HumanoidRobots
• Company: Nvidia
• Target: AI Industry
• Product: Jetson Thor
• Feature: AI Supercomputers, Humanoid Ro
• Type: AI
• Severity: Informative