Nvidia recently announced it will manufacture its AI supercomputers in the US for the first time. This marks a collaboration with several manufacturing partners to build, package, test, and assemble the next-generation Blackwell system within US factories. Blackwell chip production is already underway at the TSMC semiconductor manufacturing plant in Arizona, while supercomputer assembly will take place in Texas, with expansions by Foxconn in Houston and Wistron in Dallas.

Nvidia

Additionally, Amkor and ASE Technology, responsible for packaging and testing, have expanded their operations in Arizona. Nvidia anticipates a gradual ramp-up to full production within the next 12 to 15 months. To support this, the company has leased over one million square feet of manufacturing space. Nvidia also projects this initiative will contribute up to $500 billion to the US AI infrastructure over the next four years, based on estimated cumulative output value from its domestic supply chain.

Taiwan's TSMC, a central player in producing many of the world's advanced semiconductors, plays a crucial role. Leveraging TSMC's US-based manufacturing plant helps Nvidia mitigate geopolitical risks, import tariffs, and aligns with incentives under the CHIPS and Science Act. Nvidia founder and CEO Jensen Huang stated in a blog post, "For the first time, the world's AI infrastructure engine is being built in America."

He added that increasing US manufacturing capabilities will better meet the growing demand for AI chips and supercomputers, while strengthening supply chain resilience. Nvidia also plans to utilize its own software and robotics to operate the new facilities. The company will leverage digital twins created in Omniverse to model and manage its facilities and automate production through its Isaac GR00T robotics platform.

The Blackwell system is designed for AI factories, a new type of data center specifically tailored for large-scale training and inference needs. With the global demand for compute-intensive infrastructure steadily increasing, Nvidia aims to secure capacity and gain a competitive edge by bringing production back onshore.

Key Highlights:

🌟 Nvidia is manufacturing AI supercomputers in the US for the first time, building a domestic supply chain.

🏭 Blackwell chips are produced in Arizona, and supercomputer assembly will be in Texas.

💡 The initiative is projected to contribute up to $500 billion to US AI infrastructure over the next four years.