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.
Together with manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas. 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 with TSMC, Foxconn, Wistron, Amkor and SPIL. These companies “are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience,” NVIDIA said.
NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Production at both plants is expected to ramp up in the next 12-15 months, according to the company.
It”s not known if today’s announcement is related to a report last week from National Public Radio that the Trump Administration had reversed a decision to curb exports of NVIDIA’s H20 GPUs to China. The H20, announced in 2023, are a less powerful verson of the company’s H100 AI processors and was designed for the China market while remaining in compliance with U.S. export rules in place two years ago.
According to the NPR story, “The change of course from the White House came after NVIDIA promised the Trump administration new U.S. investments in AI data centers, according to one of the sources.”
“The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies,” the company said. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
NVIDIA said its AI supercomputers are a type of data center created for processing artificial intelligence — AI factories. Tens of “gigawatt AI factories” are expected to be built in the coming years. 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, according to the company.
“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. “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.”
The company will utilize its 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.
