NVIDIA’s AI Supercomputers Will be Made in the USA

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For the first time ever, NVIDIA will start designing and building factories that produce the company’s artificial intelligence (AI) supercomputers in the U.S. According to the company, NVIDIA has commissioned more than 1 million square feet of manufacturing space to build and test its Blackwell chips in Arizona and its AI supercomputers in Texas.

NVIDIA says its Blackwell chips have started production at TSMC’s chip plants in Phoenix and that it’s building supercomputer manufacturing plants in Texas, with Foxconn in Houston and Wistron in Dallas. “Mass production at both plants is expected to ramp up in the next 12-15 months,” the company states.

Nvidia's announcement came hours after the U.S. exempted electronics such as smartphones and chips from its reciprocal tariffs on China, according to Reuters, although how that will actually play out is still up in the air at this point. 

“The exemptions indicate an increasing awareness within the Trump administration of the pain that the tariffs could inflict on inflation-weary consumers,” Reuters reports, “as well as the booming AI industry that relies on chip-related tools from China and Taiwan.”

New AI Infrastructure Coming Soon

Over the next four years, NVIDIA plans to produce up to a half-trillion dollars of AI infrastructure in the U.S. through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL.  

“NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories that are the infrastructure powering a new AI industry,” the company says, noting that numerous “gigawatt AI factories” are expected to be built in the coming years. 

The company will use advanced AI, robotics and digital twin technologies to design and operate the facilities, including NVIDIA Omniverse to create digital twins of factories and NVIDIA Isaac GR00T to build robots to automate manufacturing.

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of NVIDIA, in a company blog announcing the new development. “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.”

New Commitments Abound

NVIDIA’s announcement comes in an era of heightened focus on both reshoring and constructing new domestic manufacturing capabilities. According to Yahoo! Finance, NVIDIA will produce up to $500 billion of AI infrastructure in the U.S. within the next four years “as the tech industry looks to bolster its domestic manufacturing footprint in the face of Trump’s approach to trade policy and desire to onshore more [U.S.- heavy] industry.”

The news outlet says the chipmaker’s announcement follows commitments from Big Tech firms to bring manufacturing to the U.S. as the Trump administration “pursues aggressive tariffs that could have massive cost implications for global tech supply chains.” For example, Apple has committed to investing $500 billion in the U.S. over the next four years and contract chip manufacturer TSMC has committed to spending $100 billion over a similar timeframe.

“Microsoft said it would spend $80 billion in 2025, with half of this investment focused on the US.,” Yahoo! Finance adds. “Meta has said the company will spend up to $65 billion in 2025, with a chunk of that cash going toward building a massive data center in Louisiana roughly the size of Manhattan.”