News from the AI & ML world
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NVIDIA Newsroom@NVIDIA Blog
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Nvidia has announced a major initiative to manufacture its AI supercomputers entirely within the United States. The company aims to produce up to $500 billion worth of AI infrastructure in the U.S. over the next four years, partnering with major manufacturing firms like Taiwan Semiconductor Manufacturing Co (TSMC), Foxconn, Wistron, Amkor, and SPIL. This move marks the first time Nvidia will carry out chip packaging and supercomputer assembly entirely within the United States. The company sees this effort as a way to meet the increasing demand for AI chips, strengthen its supply chain, and boost resilience.
Nvidia is commissioning over a million square feet of manufacturing space to build and test Blackwell chips in Arizona and assemble AI supercomputers in Texas. Production of Blackwell chips has already begun at TSMC’s chip plants in Phoenix, Arizona. The company is also constructing supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas, with mass production expected to ramp up within the next 12-15 months. These facilities are designed to support the deployment of "gigawatt AI factories", data centers specifically built for processing artificial intelligence. CEO Jensen Huang emphasized the significance of bringing AI infrastructure manufacturing to the U.S., stating that "The engines of the world’s AI infrastructure are being built in the United States for the first time." Nvidia also plans to deploy its own technologies to optimize the design and operation of the new facilities, utilizing platforms like Omniverse to simulate factory operations and Isaac GR00T to develop automated robotics systems. The company said domestic production could help drive long-term economic growth and job creation. Recommended read:
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@the-decoder.com
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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. Recommended read:
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NVIDIA Newsroom@NVIDIA Blog
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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". Recommended read:
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Dean Takahashi@AI News | VentureBeat
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Nvidia is significantly expanding its presence in the AI supercomputing and robotics landscape, announcing several key initiatives. The company is partnering with manufacturing leaders to establish AI supercomputer factories in the United States, a move aimed at solidifying its role in the AI infrastructure supply chain. This includes commissioning over a million square feet of manufacturing space in Arizona and Texas to build and test Nvidia Blackwell chips and AI supercomputers. Nvidia is also working with Amkor and SPIL for packaging and testing operations in Arizona.
Nvidia is making strides in long-context language models (LLMs) with the release of UltraLong-8B, a series of models designed to process extensive sequences of text, ranging from 1 million to 4 million tokens. This breakthrough addresses the challenge of limited context windows in LLMs, enabling the models to handle longer documents and videos without sacrificing performance. Researchers from NVIDIA and UIUC have developed a technique to extend context window limits in LLMs, successfully increasing Llama 3.1’s context window from 128k to 4M tokens. Further demonstrating its commitment to AI and robotics, Nvidia is preparing to launch Jetson Thor in the first half of 2025, a compact computing platform specifically designed for humanoid robots. This move positions Nvidia as a comprehensive technology provider for the "physical AI" domain, offering both hardware and software solutions for robot training, simulation, deployment, and optimization. The launch of Jetson Thor underscores Nvidia's strategy to capture a significant portion of the rapidly growing robotics market, projected to reach between $190 billion and $910 billion by 2040. Recommended read:
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NVIDIA Newsroom@NVIDIA Blog
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Nvidia has announced plans to manufacture AI supercomputers entirely within the United States for the first time. The company is working with manufacturing partners to design and build factories that will produce NVIDIA AI supercomputers – or "AI factories" – on U.S. soil. This initiative includes a projected investment of up to $500 billion over the next four years and aims to establish a comprehensive domestic supply chain for AI infrastructure. Nvidia's partners include industry giants such as TSMC, Foxconn, Wistron, Amkor, and SPIL, deepening their ties with NVIDIA while expanding their global footprint and enhancing supply chain resilience.
The company has already commissioned over a million square feet of manufacturing space in Arizona and Texas to build and test NVIDIA Blackwell chips and assemble AI supercomputers. NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months. Amkor and SPIL will handle packaging and testing operations in Arizona. This move marks the first time Nvidia will be building AI supercomputers entirely in the US. Jensen Huang, founder and CEO of NVIDIA, emphasized the strategic importance of this initiative. "The engines of the world's AI infrastructure are being built in the United States for the first time," Huang stated. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain, and boosts our resiliency." NVIDIA also intends to deploy its own technologies, such as Omniverse and Isaac GR00T, to optimize factory operations and automate manufacturing processes. Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades. Recommended read:
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