Nvidia Shifts AI Chip Production to US Amid Tariff Uncertainty

Amid Trump tariff chaos, Nvidia launches AI chip production on US soil

Nvidia announced plans today to manufacture AI chips and build complete supercomputers on US soil for the first time, commissioning over one million square feet of manufacturing space across Arizona and Texas. The politically timed move comes amid rising US-China tensions and the Trump administration's push for domestic manufacturing. Nvidia's announcement comes less than two weeks after the Trump administration's chaotic rollout of new tariffs and just two days after the administration's contradictory messages on electronic component exemptions. On Friday night, the US Customs and Border Protection posted a bulletin exempting electronics including smartphones, computers, and semiconductors from Trump's steep reciprocal tariffs. But by Sunday, Trump and his commerce secretary Howard Lutnick contradicted this move, claiming the exemptions were only temporary and that electronics would face new "semiconductor tariffs" in the coming months. Nvidia says it has already begun producing its Blackwell chips at Taiwan Semiconductor Manufacturing Co's (TSMC) facilities in Phoenix. Until now, the company's AI chips have been manufactured exclusively in Taiwan, presenting geopolitical risks to the supply chain. The company is also setting up supercomputer manufacturing plants in Texas -- partnering with Foxconn in Houston and Wistron in Dallas, with mass production expected to ramp up within 12 to 15 months. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Jensen Huang, Nvidia's founder and CEO, in a news release. "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." For chip packaging and testing operations, Nvidia is collaborating with Amkor and SPIL in Arizona. The supply chain for building the kinds of advanced GPUs that accelerate training and running AI models requires advanced manufacturing, packaging, and testing technologies that each partner works together to provide. The development also comes days after Nvidia reportedly avoided export controls on its H20 chip by striking a domestic manufacturing deal with the Trump administration. The H20 is Nvidia's most powerful AI chip that can still be legally exported to China under current US restrictions; it's designed with reduced specifications to comply with export controls while maintaining compatibility with Nvidia's CUDA platform. According to reporting from TechCrunch and NPR, the H20, which can still be exported to China, was spared after Huang promised to invest capital into components for US-based AI data centers.

Nvidia says it plans to manufacture some AI chips in the U.S. | TechCrunch

Nvidia says that it has commissioned more than a million square feet of manufacturing space to build and test AI chips in Arizona and Texas as part of an effort to move a portion of its production to the U.S. The chipmaker says that Nvidia Blackwell chips have started production at TSMC's chip plants in Phoenix, Arizona, and that Nvidia is building "supercomputer" manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. In Arizona, Nvidia is partnering with Amkor and SPIL for packaging and testing operations, the company added. Mass production at both plants is expected to ramp up in the next 12-15 months, according to Nvidia. Within the next four years, the company aims to produce up to half a trillion dollars of AI infrastructure in the U.S. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia CEO Jensen Huang in a statement. "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 Says It's Making Chips in Arizona, Supercomputers in Texas

Expertise artificial intelligence, home energy, heating and cooling, home technology Nvidia said Monday it had started producing chips at factories in Arizona and would build supercomputers in Texas, bringing the manufacturing of the key technology behind generative AI to the US. The news comes as tariffs announced by President Trump have spurred anxiety about the cost of importing technology and products historically manufactured overseas. Most of the tariffs announced this month have been put on hold after a major stock market decline, and the Trump administration exempted some electronics, including phones and computers, from certain tariffs over the weekend. Read more: Buy or Wait Guide: How Tariffs Will Change Tech Prices and What to Do Now Nvidia said its Blackwell chips were being produced at TSMC chip plants in Phoenix. The supercomputers, designed to be used in AI-focused data centers, would be built in Houston (in partnership with Foxconn) and Dallas (with Wistron). Nvidia expects manufacturing at the supercomputer plants to ramp up in the next year or so. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in a statement. "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." Efforts to bring semiconductor manufacturing to the US have picked up speed in recent years since President Biden signed the CHIPS Act in 2022. That law provided $53 billion for chipmakers to move production to the states.

Nvidia AI Chip Production Lands in the US to Avoid Trump's Tariffs

The news comes as tariffs announced by President Donald Trump have spurred anxiety about the cost of importing technology and products historically manufactured overseas. Most of the tariffs announced this month have been put on hold after a major stock market decline, and the Trump administration exempted some electronics, including phones and computers, from certain tariffs over the weekend. Read more: Buy or Wait Guide: How Tariffs Will Change Tech Prices and What to Do Now Semiconductors might not escape tariffs for long. Trump, posting on his own social media site Truth Social on Sunday, said his administration would be "taking a look at" semiconductors and the electronics supply chain, suggesting more tariff changes ahead. But this move started long before the president's latest flurry of trade protections, said Anne Hoecker, head of the global technology practice for the consulting firm Bain & Company. "The tariffs are moving, and they're having a big impact, but there is a long-term trend here for a resilient semiconductor supply chain that has gone through multiple administrations," Hoecker said. While most consumers aren't buying chips to train and run their own gen AI models, the prices of hardware will affect the ultimate costs of the services we consume. With AI increasingly being wedged into devices like smartphones and software like office tools, an increase in what it costs companies to make those products and services could have significant ripple effects. Hoecker said price increases from tariffs could happen even despite the onshoring of some semiconductor manufacturing. Just because one computer component is made in the US doesn't mean the materials that went into it, the equipment used to produce it or the other components around it were protected from tariffs. Some of those increased costs will likely get passed along to consumers. Creating a more diversified supply chain for chips could lead to higher costs, but it reduces risks to the industry, which is heavily concentrated in Taiwan. "I do think in the long term, consumers benefit from a resilient electronics supply chain," Hoecker said. "There's a lot of risk in having too much of a very important component in one location." Nvidia said its Blackwell chips were being produced at TSMC chip plants in Phoenix. The supercomputers, designed to be used in AI-focused data centers, would be built in Houston (in partnership with Foxconn) and Dallas (with Wistron). Nvidia expects manufacturing at the supercomputer plants to ramp up in the next year or so. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in a statement. "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 isn't the only company with news about chip production in the US this week: AMD also said it will start making processors at TSMC's Arizona facility. Efforts to bring semiconductor manufacturing to the US have increased in recent years since President Joe Biden signed the CHIPS Act in 2022. That law provided $53 billion for chipmakers to move production to the states. The move to bring chip manufacturing to the US is a long-term one, partly because it takes years -- and a lot of money up-front -- to build a fabrication facility, or "fab." Compared with the fast-moving development of generative AI, the pace of change in the hardware industry that underlies it is glacial, Hoecker said. "It's not a speedboat," she said. "It takes time."

Nvidia starts producing its Blackwell AI chip at TSMC's Arizona plant

Emma Roth is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Nvidia has brought some of its chip production stateside. On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC's plant in Phoenix, Arizona, while companies within the state package and test them. TSMC, or Taiwan Semiconductor Manufacturing Co., is the world's biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade. Nvidia doesn't say which Blackwell chips it has started producing at TSMC's plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC's custom 4NP process, according to Nvidia's website. Additionally, Nvidia announced that it's teaming up with the electronics manufacturers Foxconn and Wistron to build supercomputer production plants in Texas. The company says it expects mass production at the two plants to "ramp up" over the next 12 to 15 months. "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," Nvidia says in its announcement.

Nvidia aims to build $500 billion worth of AI servers in the USA by 2029

In a bid to avoid massive import tariffs on expensive AI hardware expected to be imposed by the Trump administration, Nvidia has teamed up with its partners to build AI servers in the U.S. The company and its manufacturing partners plan to build plants for AI servers in Texas. More broadly, Nvidia and its partners aim to create an AI server supply chain that will span from chip production and packaging to servers that are ready to deploy. Nvidia's manufacturing partners Foxconn and Wistron plan to construct two server assembly plants in Houston and Dallas. The construction is slated to start shortly, and assembly of actual machines is expected in the next 12 - 15 months. This will mark the company's first attempt to assemble its AI infrastructure entirely within the United States, aiming to strengthen manufacturing resilience and meet growing global demand. The company expects to produce $500 billion worth of AI machines over the next four years. Nvidia plans to deploy its own technologies to optimize the design and operation of these new facilities. The company will use platforms like Omniverse to simulate factory operations and Isaac GR00T to develop automated robotics systems, bringing AI-driven improvements to every step of the production process. Nvidia also said that TSMC had already started production of Blackwell processors at its Fab 21 near Phoenix, Arizona. However, for now silicon is shipped back to Taiwan for packaging. This should change soon as Amkor and SPIL expect to establish advanced packaging and testing operations in Arizona on over one million square feet (92,900 meters^2) of production space. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Jensen Huang, chief executive 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." Building AI servers in the U.S. is a big deal for Nvidia, as it would localize the AI supply chain. Considering the high price of AI servers, it does not look like more expensive labor in the U.S. will affect their cost significantly. Furthermore, as Nvidia and its partners plan to increasingly use AI and robots at the plants in Dallas and Huston, expect the actual costs of assembled systems to lessen with further optimizations.

To Avoid Tariffs, Nvidia to Build Supercomputer Factories in Texas

As Trump prepares to tariff foreign-made semiconductors, Nvidia is going out of its way to announce plans for two new Texas factories focused on manufacturing parts for AI supercomputers. Nvidia will build the first factory in Houston with iPhone supplier Foxconn. The second one will be in Dallas, built with the help of Wistron, a contract electronics manufacturer from Taiwan. The resulting facilities will span "more than a million square feet of manufacturing space" with the goal of both building AI supercomputers and testing chips from Taiwan's TSMC, which is developing six semiconductor fabs in Arizona. "Mass production at both plants is expected to ramp up in the next 12-15 months," Nvidia said in Monday's announcement. CEO Jensen Huang also says the investment is the first time Nvidia will be building AI supercomputers entirely in the US. "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," he said. The investment will also help the company avoid Trump's trade war. Last week, the president threatened to impose massive tariffs on numerous countries -- including a cumulative 145% tariff on Chinese imports -- before abruptly dialing back his approach and issuing exemptions on electronics and PC parts. Still, Trump and his commerce secretary have warned they still plan on tariffing foreign-made chips and electronics in a "month or so." Such tariffs could impose huge costs on Nvidia's business, which primarily relies on chip and hardware manufacturing in Asia. But last month, Huang signaled that his company was preparing to migrate more manufacturing to the US when tech companies, including OpenAI, are buying hundreds of thousands of enterprise-grade GPUs from Nvidia. "Within the next four years, Nvidia plans to produce up to half a trillion dollars of AI infrastructure in the United States," the company added on Monday. However, Nvidia's announcement didn't mention any US-based manufacturing for consumer-grade graphics cards; most, if not all, are produced in China. Still, many PC component vendors have said they plan on migrating manufacturing away from China to other markets such as Vietnam and Taiwan to avoid the tariffs.

Made in the USA: Inside Nvidia's $500 billion server gambit

What does Nvidia need to produce to fulfill its $500 billion promise? This week, Nvidia and its partners Amkor, Foxconn, SPIL, TSMC, and Wistron announced plans to build $500 billion worth of AI hardware in the U.S. over the next four years. The announcement included the production of actual AI processors, their testing and packaging, as well as assembling actual AI servers. But, while the announcement represents a plan to build half a trillion dollars' worth of AI hardware, it lacks detail, which casts doubt on whether it can be done. So, we decided to take a closer look. TSMC has already committed to invest $165 billion in its Fab 21 manufacturing site over an unknown amount of time, so it is safe to say that there is (and will be) advanced manufacturing capacity to build chips for Nvidia. The 4nm-capable Fab 21 phase 1 is already ramping production, 3nm-capable Fab 21 phase 2 is expected to commence mass production in 2028 (1-2 years after Nvidia plans to ramp production of its 3nm-based Rubin GPUs in Taiwan), and 2nm/1.6nm-capable Fab 21 phase 3 is projected to start high volume manufacturing of chips by the end of the decade. When it comes to packaging, TSMC has committed to building two advanced testing and packaging facilities in the U.S. Amkor is building an advanced $2 billion packaging facility that will feature 500,000 square feet (46,451 square meters) of cleanroom space when fully built and equipped. This week, SPIL also announced that it will build a packaging facility in the U.S., and based on Nvidia's press release, it will also feature 500,000 square feet (46,451 square meters) of cleanroom space. The company did not disclose planned investments, but it will likely be in the same ballpark as Amkor's plant. To put the investments of Amkor and SPIL into context: TSMC's current advanced packaging facilities cost less than $2 billion, and given high demand, they cannot meet the demand from all customers who use CoWoS and other packaging methods. However, two $2 billion OSAT plants will likely be enough for Apple's, AMD's, and Nvidia's products made in the USA. However, you should remember that Amkor's plant is scheduled to begin operations in 2027, and it is unclear when SPIL's factory will be ready. In addition to chip production and packaging facilities, Nvidia's partners will also build actual AI server assembly plants in the U.S. Foxconn intends to build a factory in Houston, Texas, whereas Wistron intends to build a facility in Dallas, Texas. Both companies plan to begin construction shortly, and will start making servers in 12-15 months from now. Foxconn subsidiary Ingrasys has invested as much as $142 million to buy 349,000 meters^2 of land (three times the size of the Pentagon footprint), and a 93,000 meters^2 facility (about the same size as a typical Amazon fulfillment center) near Houston, Texas, according to The Korea Post. The plant seems appropriate for AI server assembly, though by Foxconn standards, it is hardly a big one. For example, the Foxconn Zhengzhou (aka iPhone City) site has 1.4 million meters^2 of factory space. It is also noteworthy that Foxconn is also building what it calls the largest AI server assembly plant in Mexico, which is expected to cost $900 million and be ready in late 2025 or early 2026, according to Bloomberg. The dimensions of Wistron's facility are unknown. It should be noted that Nvidia and its manufacturing partners plan to deploy Nvidia's Omniverse to simulate factory operations and optimize them, as well as use Isaac GR00T to develop automated robotics systems for these facilities. Given such advantages, it is reasonable to expect that the new plants will feature higher efficiency than already deployed factories. Without a doubt, $500 billion is an exorbitant amount of money. But, in terms of AI hardware, what does that figure actually materialize into? As a rule of thumb, AI GPUs account for half the cost of AI hardware, so Nvidia expects to produce $250 billion worth of AI GPUs and $250 billion worth of supporting hardware in the U.S. An Nvidia DGX B200 server with eight B200 GPUs, two 56-core Intel Xeon 8570 processors, 2 TB of DDR5 memory, 30 TB of NVMe storage, six NVLink switches, eight Nvidia ConnectX-7 VPI cards, and software costs €593,000 without taxes ($670,000). $500 billion can get you over 746,000 DGX B200 servers. Nvidia's NVL72 rack with 78 B200 GPUs reportedly costs $3 million. For half a trillion dollars, you can get 166,667 NVL72 racks. You also have to question whether the Foxconn and Wistron facilities in America (which begin operation in 12-15 months from now) can build 746,000 8-way DGX servers, or 166,667 racks with 72 GPUs over the following three years. To do so, they will have to build 249,000 8-way DGX servers per year (682 machines per day), or 55,500 AI racks per year (152 racks per day), which is a lot. Global shipments of AI servers totalled around 639,000 units in 2024, according to DigiTimes Research. The value of AI servers reached $205 billion last year, according to TrendForce. Building around 40% of the global 2024 AI server supply in two facilities (enhanced with Omniverse and advanced robots) is an ambitious plan. Foxconn and Wistron are known to design their facilities to run dozens of parallel lines, and a 100,000 meter^2 facility can accommodate dozens of specialized and highly automated production lines, so they may well be able to produce hundreds of thousands of AI servers yearly. But is it possible for Nvidia to produce $250 billion worth of datacenter products (including GPUs, CPUs, and networking gear) in the U.S. by 2029? To meet Nvidia's ambitious goal of making $250 billion worth of AI-oriented silicon in the U.S. in the next four years, Nvidia and its partners will have to produce $65.5 billion worth of chips every year in America. Nvidia's datacenter earnings were $115 billion in FY2025, so if it somehow shifts production of 55% of its server products to the U.S., fabbing $65.5 billion worth of chips per annum is likely achievable. However, considering that TSMC's Fab 21 phase 2 is set to start making 3nm Rubin GPUs in 2028, whereas Amkor's advanced packaging facility is on track to start operations in 2027, we can only wonder whether Nvidia can indeed shift 55% of its data center production to the U.S. in 2026 - 2027. While the goal to produce $500 billion of AI hardware in the U.S. by 2029 may be too ambitious a project, Nvidia and its partners will likely produce hundreds of billions of dollars worth of AI hardware over the next four years.

Nvidia eyes $500B in homegrown servers by 2029

Blackwell production already underway in Arizona with server manufacturing coming to Texas within 15 months Nvidia wants to build and sell up to half a trillion US dollars of American-made AI supercomputer equipment over the next four years, with the help of Taiwan Semiconductor Manufacturing Co, aka TSMC, and its partners. The pledge means Nvidia will begin production of its latest generation of Blackwell accelerators and systems in the United States within the next 12-15 months, or so it hopes. It also assumes there will be sufficient buyers, domestic or otherwise, of this half-a-trillion-bucks of made-in-America gear over the coming years. The corporation's promise comes as American companies wrestle with the Trump regime's on-again, off-again tariffs on foreign imports. "The engines of the world's AI infrastructure are being built in the United States for the first time," CEO Jensen Huang said in a canned statement Monday. "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." To support this goal, Nvidia has commissioned more than a million square feet of manufacturing space to assemble chips in Arizona and build servers in Houston and Dallas, Texas. According to the GPU giant, these sites will eventually support the deployment of tens of gigawatt-scale datacenters - or "AI factories" as Huang prefers to call them - in the States. Production of Nvidia's Blackwell chips - which relies on TSMC's chip-on-wafer-on-substrate (CoWoS) packaging technology - is said to have begun earlier this year at TSMC's Phoenix, Arizona, chip fabs. Nvidia has previously used TSMC's CoWoS tech to incorporate high bandwidth memory modules in its highest-end accelerators, though only outside of the US. Late last year, TSMC announced plans to bring both its CoWoS and integrated fan-out packaging tech to America as part of a collaboration with Arizona-based chip packaging and test provider Amkor, which will work with Taiwan's Siliconware Precision Industries Co. (SPIL) to assemble and test its US-made Blackwell accelerators. To produce its increasingly power hungry servers and rack systems in America, Nvidia is working with contract manufacturing outfits Foxconn and Wistron to stand up manufacturing facilities in Houston and Dallas, respectively. Wistron appears to have a budget of $50 million to purchase property or land in the US. These plants are expected to use Nvidia's Omniverse digital twin and Isaac GR00T robotics platforms to automate manufacturing. Performing final assembly in the US benefits Nvidia and its American customers, because AI systems are sometimes unique and a fault or misconfiguration on an imported system would be hard to address. Final checks conducted in the US could save a lot of back-and-forth. "We actually used to have standards for chassis. We had power standards. We had keep-out zones. [Nvidia's server design spec] HGX was one of those standards, but those didn't really comply with wattage or even rack height," Moor Insights and Strategy Chief Analyst Patrick Moorhead told El Reg. "Now, pretty much all of these are bespoke." To Moorhead's point, Nvidia's system design has become considerably more complex and the tolerances tighter over the past few years as the GPU giant has transitioned from semi-standard air-cooled systems to rack-scale machines containing more than a hundred liquid-cooled CPUs and GPUs connected by miles of copper cabling. One wonders if Nvidia is really promising to build and sell $500 billion of just its own chips and DGX-branded servers in the States, or if that figure will include sales of entirely-US-made Nvidia-powered machines from the likes of Dell, HPE, Supermicro, and Lenovo, too. It's not terribly clear from the varying language in the GPU giant's announcement. Moorhead argued if the $500 billion is just homegrown DGX server sales, that's quite ambitious, and if it includes HPE et al, it's intentionally conservative to avoid being interpreted as long-term guidance. "Five-hundred billion dollars over four years of Nvidia servers, that would be very, very aggressive," he said, adding that this would also signal a business model change because today the ecosystem is offered a mix of Nvidia-branded servers, equipment for hyperscalers, and traditional boxes from the likes of HPE and Dell. Nvidia declined to comment. The GPU titan's commitment to US manufacturing comes a week after it was reported the Trump regime planned to pause controls that prevented the export of Nv's H20 GPUs to China, following an appearance by Huang at a $1-million-a-head dinner at the US President's Mar-a-Lago resort home. Nvidia is not alone in moving to manufacture its products in the USA as the White House pushes corporations to "reshore" their factories. Last month, TSMC revealed plans to spend upwards of $100 billion to construct in the States three new fabrication plants, two advanced manufacturing facilities, and an R&D center. And in February, Apple announced it plans to spend $500 billion in the US including a commitment to purchase a large quantity of chips from TSMC's Arizona fab and build a server-making plant in Houston - the same city where Foxconn is setting up facilities with Nvidia. That sounds suspiciously like one factory built by Foxconn could end up serving both tech giants. ® Apple and Nvidia aren't the only ones eyeing TSMC's US capacity. AMD late Monday revealed it had successfully validated its 5th-gen Epyc datacenter chips, codenamed Turin, for production at TSMC's Fab 21 in Arizona. AMD also said its 6th-gen Venice Epycs would be built using TSMC's 2nm process tech when they arrive in 2026.

Nvidia Says It Will Build Up to $500 Billion of AI Gear in US

Nvidia Corp., the dominant player in chips for AI models, said it will produce as much as half a trillion dollars' worth of AI infrastructure in the US over the next four years through manufacturing partnerships. Production of Nvidia's latest generation AI chip, known as Blackwell, has begun at Taiwan Semiconductor Manufacturing Co.'s new plant in Phoenix. Santa-Clara, California-based Nvidia is also building supercomputer manufacturing plants in Texas with Foxconn and Wistron Corp., and partnering with Amkor Technology Inc. and Siliconware Precision Industries Co. for packaging and testing operations in Arizona, the company said in a statement Monday. "Mass production" is expected to ramp up in the next 12 to 15 months.

Nvidia aims to produce AI tools worth up to $500 billion in US over four years

April 14 (Reuters) - Nvidia said it plans to build an AI infrastructure worth as much as $500 billion in the U.S. over the next four years through tie-ups with companies, including Taiwan's TSMC. The announcement on Monday comes amid a growing push to bring manufacturing and the technology supply chain within the borders of the U.S. as Washington imposes steep tariffs on imports. The AI chip giant said Taiwan Semiconductor Manufacturing (2330.TW), opens new tab has started production of its latest generation of chips at its factory in Phoenix, Arizona. Reporting by Akash Sriram in Bengaluru; Editing by Arun Koyyur Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence

Nvidia to mass produce AI supercomputers in Texas as part of $500 billion U.S. push

Nvidia, the AI chipmaker that powers much of today's AI boom, on Monday announced a push to produce NVIDIA AI supercomputers entirely in the U.S. for the first time. The company said it plans to produce up to $500 billion of AI infrastructure in the U.S. via its manufacturing partnerships over the next four years. "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," CEO Jensen Huang said. The news comes after President Donald Trump, in a push to take on trade deficits and pressure companies to on-shore more manufacturing to the U.S., imposed high reciprocal tariffs on a long list of countries. Trump placed a 32% tariff on products from Taiwan, where Nvidia largely manufactures its GPUs, and 145% tariffs on products from China, a move that threatened to take a toll on tech giants like Apple, which makes iPhones and most of its other products in China.

Nvidia plans to manufacture AI chips in the US for the first time

LOS ANGELES (AP) -- Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Company chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum.

NVIDIA is going to make AI chips and supercomputers in the US

In a decision almost certainly informed by the recent tariff chaos, NVIDIA is going to start making some of its AI chips and supercomputers in the US. The company announced that it's building and testing its Blackwell chips in Arizona and it plans to manufacture its AI supercomputers -- presumably the recently announced DGX Spark and DGX Station -- in Texas. NVIDIA says TSMC is already making Blackwell chips in Phoenix, Arizona and the company is partnering with Amkor and SPIL for testing and packaging. In Texas, the company's supercomputers will be made by Foxconn in Houston and Wistron in Dallas. "Mass production at both plants is expected to ramp up in the next 12-15 months," NVIDIA says. It's not entirely clear which version of NVIDIA's Blackwell chips TSMC will actually be building, but the chip maker plans to be equipped to handle a wide variety of manufacturing for US tech companies, including Apple and Qualcomm. TSMC received $6.6 billion in funding from the CHIPS Act under the Biden administration and committed to spending an additional $100 billion to expand its US operations in March. NVIDIA has benefitted most directly from the current AI boom, and stood to be harshly impacted by the latest round of tariffs announced by President Donald Trump. As of April 11, some of those tariffs have been "paused" for computers and chips, saving companies like NVIDIA from some financial strife, but moving some manufacturing to the US is a much more permanent way to avoid the ongoing trade war.

Nvidia shifts AI supercomputer production to the US for the first time

Serving tech enthusiasts for over 25 years. TechSpot means tech analysis and advice you can trust. What just happened? Nvidia has announced plans to move the production of its AI supercomputers entirely to the United States, a strategy that reflects a broader industry shift in response to trade policies favoring domestic manufacturing. The initiative, which includes partnerships with major manufacturers, will see Nvidia's Blackwell chips and AI supercomputers produced and tested at facilities in Arizona and Texas. The project spans more than a million square feet of manufacturing space, with operations already underway. Nvidia's Blackwell chips are being produced at TSMC facilities in Phoenix, Arizona, while supercomputer assembly plants are under development in Texas (Foxconn is leading efforts in Houston, and Wistron is establishing operations in Dallas). Nvidia expects mass production at these sites to begin within 12 to 15 months. To address the complexities of producing AI chips and supercomputers that require advanced manufacturing, packaging, assembly, and testing technologies, the company has partnered with Amkor and SPIL for packaging and testing operations in Arizona. The move comes as companies across industries respond to US trade policies aimed at reshoring manufacturing. Nvidia CEO Jensen Huang has framed the shift as both a strategic and practical response to rising demand for AI technologies. "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," Huang said. Nvidia plans to produce up to $500 billion worth of AI infrastructure domestically over the next four years. The announcement also follows reports that Nvidia recently avoided potential export restrictions on its H20 chip by securing a domestic manufacturing agreement with the Trump administration. The H20, one of Nvidia's most advanced chips still eligible for export to China, was exempted from the restrictions after CEO Jensen Huang committed to major investments in US-based production for AI data center components, according to NPR, citing two sources familiar with the matter. In a related development, former President Trump reportedly warned TSMC that it could face tariffs of up to 100 percent if it failed to establish new chip fabrication plants in the US. The implications of Nvidia's localization strategy go beyond manufacturing logistics. The company's AI supercomputers are expected to play a central role in powering so-called "AI factories" - data centers specifically designed for artificial intelligence workloads. These facilities are considered critical infrastructure for an emerging AI-driven economy, with projections calling for dozens of gigawatt-scale AI factories in the coming years. Nvidia is also integrating its own advanced technologies into these efforts. The company plans to use its Omniverse platform to create digital twins of factories for enhanced planning and optimization. In parallel, its Isaac GR00T robots will automate manufacturing processes, offering a glimpse into how AI and robotics may revolutionize industrial operations.

NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time

NVIDIA Blackwell chip production starts in Arizona -- NVIDIA opens first US factories. NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S. Together with leading 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 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. The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona. Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience. 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. 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. "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.

NVIDIA to build $500B worth of AI supercomputers entirely in the US

NVIDIA CEO Jensen Huang & NVIDIA Omniverse blueprint AI factory Just days after NVIDIA CEO Jensen Huang attended a high-profile dinner at Mar-a-Lago hosted by former President Donald Trump, a dramatic shift in U.S. trade policy appears to have set the stage for a major development. Huang, who reportedly paid $1 million to attend the exclusive event, had been facing looming export restrictions on NVIDIA's AI powerhouse H20 chip. But in a surprising turn, the Trump administration paused the planned controls following the gathering, suggesting a recalibration of its trade approach.

Nvidia plans to make AI supercomputers entirely in the U.S.

The announcement comes as the Trump administration says it will soon impose tariffs on semiconductors and other electronics. Artificial intelligence chipmaker Nvidia said Monday that it will start producing AI supercomputers entirely in the United States, as the semiconductor sector braces for potential tariffs. Nvidia has commissioned 1 million square feet of manufacturing space to test and produce its Blackwell chips in Arizona and AI supercomputers in Texas, the graphics chipmaker said in a blog post. It will partner with contract electronics giant Foxconn on one factory in Houston and with Wistron, a Taiwanese electronics manufacturer, on another in Dallas. Both are expected to ramp up to mass production in the next 12 to 15 months, Nvidia said. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia founder and chief executive Jensen Huang. The White House claimed credit for the move: "It's the Trump Effect in action," it said in a statement. The announcement comes as the semiconductor industry has been embroiled in a trade war that is expected to raise the cost of many electronics, smartphones and the construction of data centers needed to develop chatbots like ChatGPT. After announcing steep tariffs on Chinese and Taiwanese imports earlier this month, President Donald Trump on Friday unexpectedly exempted computers, smartphones and powerful semiconductors called graphics processing units from the import levies. Much of Nvidia's GPUs are manufactured in Taiwan. But on Sunday, Commerce Secretary Howard Lutnick said tariffs for semiconductors, smartphones and laptops are still in the works. And Trump said the entire electronics supply chain would be subject to a tariff investigation. Nvidia shares were up 0.3 percent Monday afternoon, but have fallen about 9 percent in the last month. Nvidia said it plans to produce up to $500 billion worth of AI infrastructure in the U.S. in the next four years, working with Foxconn, Wistron and other companies. Earlier this year, Apple said it would spend $500 billion over the next four years in the U.S. on a new factory and AI efforts, though much of that investment had been previously planned.

Nvidia CEO says that US Nvidia AI supercomputers will power tens of 'Gigawatt Ai factories' soon

Trump-backed push for onshore tech drives trillions in new investment Nvidia has announced it will manufacture its AI supercomputers entirely in the United States. The company revealed plans to produce $500 billion worth of AI infrastructure in the US over the next four years, building and testing chips in Arizona and assembling AI supercomputers in Texas. More than a million square feet of new manufacturing space is being developed to support this expansion. Production of Nvidia's Blackwell AI chips has begun at TSMC's facilities in Phoenix. In Texas, Foxconn and Wistron will handle supercomputer manufacturing in Houston and Dallas, with mass production expected to scale up within 12 to 15 months. Nvidia is also working with Amkor and SPIL in Arizona to package and test its chips. Together, these facilities form a new supply chain based entirely in the US, something the company has never done before. Will this make a huge difference? Probably not. According to the The White House, this move is part of a broader trend driven by efforts to bring key tech manufacturing back to American soil. "It's the Trump Effect in action," a White House statement said. "President Donald J. Trump has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off - with trillions of dollars in new investments secured in the tech sector alone." Earlier in 2025, President Trump announced a $500 billion private investment in AI infrastructure led by OpenAI, Oracle, and Softbank, called Stargate. Apple also announced a $500 billion investment, while TSMC committed $100 billion toward domestic chipmaking. The White House noted that onshoring these industries supports American workers, strengthens the economy, and improves national security. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said. "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 pledges to build its own factories in the U.S. for the first time to make AI supercomputers

Nvidia said it is working with its manufacturing partners to design and build factories that, for the first time, will produce Nvidia AI supercomputers entirely in the U.S. Together with leading 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. The move isn't a surprise given the political climate set by the Trump administration. And Nvidia's key supplier, Taiwan's TSMC, has been preparing to manufacture chips in the U.S. for years now and recently committed to spending as much as $100 billion on such factories in the future. But with this move, Nvidia will be taking a more active role in supercomputer production than it has it the past. It's significant as Nvidia is one of the most valuable companies in the world with a market value of $2.737 trillion. 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 to 15 months. The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. Nvidia is partnering with Amkor and SPIL for packaging and testing operations in Arizona. Within the next four years, Nvidia plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with Nvidia, growing their businesses while expanding their global footprint and hardening supply chain resilience. 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. 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. "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 statement. "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.

Nvidia says it will build AI supercomputers in America for the first time

The chip manufacturer wrote in a blog post that it has commissioned more than a million square feet of manufacturing space in Arizona and Texas. At the Texas factories, located in Houston and Dallas, Nvidia will build and test AI supercomputers. The chipmaker expects mass production to ramp up there over the next 12 to 15 months. The Arizona plant, located in Phoenix, will be reserved for manufacturing Blackwell chips. Production there has already begun. Nvidia said it plans to invest $500 billion in AI infrastructure over the next four years through its various manufacturing partnerships. "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 wrote. It added that it expects its manufacturing of AI chips and supercomputers to "create hundreds of thousands of jobs and drive trillions of dollars in economic security" over the next few decades. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder and CEO Jensen Huang said in the announcement. "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 previously has touted its AI supercomputers as being capable of allowing anyone to prototype and develop AI models from their personal computers. The company announced the DGX personal AI supercomputers earlier this year. Nvidia stock fell about half a percent following the announcement about its U.S. manufacturing Monday morning. It's down about 20% on the year in the face of the market uncertainty created by President Donald Trump's tariffs.

Nvidia says it's going to build AI supercomputers in the U.S. as soon as this year

Nvidia is on a course to build AI supercomputers entirely in the U.S. for the first time. The company announced on Tuesday that it has already acquired a million square feet of manufacturing space in Phoenix, Arizona for TSMC to develop new Blackwell chips. If you're unfamiliar with Blackwell, that's Nvidia's latest GPU architecture, which you'll find in the latest RTX 50-series. Why is Nvidia making this move? Well, the company didn't really need to say it, but the timing is conspicuous as it coincides with chaotic import tariffs that are unsettling the U.S. economy. And I do mean chaotic. President Trump recently threatened new tariffs on smartphones just days after exempting them. So, what does Nvidia's commitment mean for consumers? That's another question entirely. What does Nvidia moving to the U.S. mean for you? Well, we don't actually know. Nvidia Blackwell chips are already in production in Phoenix, and the company is building two supercomputer plants in Texas, with help from Foxconn (Houston) and Wistron (Dallas). Nvidia intends on increasing production in the next 12 to 15 months, with plans to invest up to $500 billion in AI infrastructure overall through its partners, TSMC, Foxconn, Wistron, Amkor, and SPIL. Founder and CEO of Nvidia Jensen 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." On an economic level, Nvidia claims that this move will "create hundreds of thousands of jobs in the coming decades and drive trillions of dollars in economic security." It's hard to speculate at this stage, but I hope that this brings down the cost and increases the availability of future GPUs -- and maybe this'll improve how AI functions on future Blackwell chips. At the very least, Nvidia is confident in its ability to hit its 12-15-month timeline using -- you guessed it -- AI. According to Nvidia, the company will use its own "AI, robotics, and digital twin technologies to design and operate the facilities." Specifically, Nvidia says it's utilizing Nvidia Omniverse, an AI platform that simulates industrial and robotic use cases, for its twin factories. Meanwhile, Nvidia says it will use GROOT, a platform built on Omniverse for developing general-purpose robots to actually do the manufacturing at its plant. I'm no expert, but if Nvidia's new factory is fully automated, it might not create as many jobs as it's suggested. According to the World Economic Forum's 2025 Future of Jobs Report, AI is expected to create 11 million jobs while simultaneously displacing 9 million others. Meanwhile, robotics features a net decline of 5 million jobs.

Nvidia to build first US factories after boss dines with Trump

Mr Trump was widely expected to impose export restrictions on Nvidia's H20, the most powerful chip that can still be sold to China. However, the White House reportedly chose to reverse course after Mr Huang promised to invest in new data centres in the US. Nvidia said on Monday it would make and test the company's Blackwell AI chips at Arizona plants being constructed by Taiwan-based TSMC and build new factories in Texas that will produce supercomputers entirely in the US for the first time. Mass production at both plants is expected to ramp up over the next 12 to 15 months. Mr Huang said: "The engines of the world's AI infrastructure are being built in the United States for the first time. "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." Mr Trump posted a link to Nvidia's official announcement on his social media site, Truth Social, in a sign of his support for the move. The president has made investment in US manufacturing a key aim of his trade policy, claiming that tariffs on foreign imports will help bring industrial jobs back to America. Mr Trump has claimed he told TSMC he would hit the company with a tax of up to 100pc if it did not build factories in the US. Nvidia's supercomputers will play a crucial role in a new type of data centre designed exclusively to process AI. Scores of these AI data centres are expected to be built in the coming years. The company said its expansion in this area will create hundreds of thousands and jobs and trillions of dollars in economic activity. Nvidia, which designs advanced computer chips, is one of the key architects of the AI boom and has become one of the world's largest company's with a market value of around $2.8 trillion. Other tech giants have recently announced plans to invest billions in AI infrastructure in the US. ChatGPT maker OpenAI recently announced a partnership with Oracle and SoftBank to spend $500bn in the US, while Microsoft has said it will spend more than $80bn on data centres this year. However, the outlook has been complicated by the president's volatile trade policy and escalating tensions with Beijing. On Friday, the White House excluded smartphones, laptops and other electronics from the huge 145pc import tariffs on China in an apparent reprieve for the sector. But on Sunday Mr Trump appeared to reverse course, suggesting the products would be targeted through separate tariffs on semiconductors. Meanwhile, China has retaliated by raising tariffs on US imports to 125pc.

Nvidia plans to manufacture AI chips in the US for the first time

Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Company chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum. © 2025 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed without permission.

Nvidia to Invest $500 Billion to Build AI Supercomputers in US Amid Trade Tensions - Decrypt

Facing the looming threat of a trade war fueled by U.S. tariffs on foreign goods, chipmaker Nvidia is moving part of its AI supercomputer manufacturing operations stateside. The company said Monday it plans to invest $500 billion in infrastructure development in the United States. Nvidia's announcement reflects growing pressure on U.S. tech firms to localize production amid rising tariffs and escalating tensions with China. The company said that Nvidia is developing manufacturing spaces in Phoenix, Arizona, as well as in Dallas and Houston, Texas, to house its Blackwell chip and AI supercomputer operations. "The engines of the world's AI infrastructure are being built in the United States for the first time," founder and CEO of Nvidia Jensen Huang said in a statement. "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." According to Nvidia, the combined size of the facilities will cover one million square feet. Nvidia said production at each location will ramp up in the next two years, with the goal of producing half a trillion in AI infrastructure in the United States. Until now, Nvidia has relied heavily on overseas manufacturing, particularly in Taiwan. Partners developing the new locations with Nvidia include Foxconn, Wistron, and Taiwan Semiconductor Manufacturing Company, which manufactures Nvidia's advanced computer chips, including the new Blackwell chip. Nvidia's stock dipped slightly on Monday. It began the day trading at $113 and slid under $110 at one point before rising more recently to above $111.70, up .75%, according to Yahoo Finance. The announcement quickly drew praise from the Trump Administration, which tied the move to its broader push for domestic manufacturing, calling it the "Trump effect in action." "President Donald J. Trump has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said in a statement. In January, Trump announced a new AI initiative called Stargate, led by Oracle, OpenAI, and Softbank. The Stargate project would invest $500 billion in AI infrastructure in the United States. "Onshoring these industries is good for the American worker, good for the American economy, and good for American national security -- and the best is yet to come," the White House said.

Nvidia reveals plans to manufacture some AI chips in the U.S.

Nvidia's Blackwell chip displayed at an event in Tokyo in 2024.Akio Kon / Bloomberg via Getty Images file Nvidia is planning to produce AI supercomputer chips entirely in the U.S. for the first time. The semiconductor maker said in a Monday blog post that it had commissioned more than 1 million square feet of manufacturing space to build and test its Blackwell chips in Phoenix, Arizona, and is building supercomputer plants in Houston and Dallas. Nvidia said it would take at least a year to reach mass production scale at both plants. At the same time, Nvidia said its Blackwell chips have already started production at Phoenix chip plants run by Taiwan Semiconductor Manufacturing Company, a major semiconductor foundry. The announcement comes after the company signaled plans last month to invest hundreds of billions of dollars into AI infrastructure in the U.S. over the next four years, part of a broader stateside development push among semiconductor giants including Foxconn and TSMC. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in a statement. "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 rollout comes amid mixed messaging from Washington on the U.S. semiconductor supply chain. President Donald Trump has called to repeal the bipartisan CHIPS Act signed into law under then-President Joe Biden in 2022, authorizing $280 billion in new funding for the domestic industry. Congressional Republicans, however, haven't shown much interest in scrapping the law. Meanwhile, Trump indicated over the weekend that new tariffs on imported chips are coming soon. Huang reportedly attended a $1 million-per-person dinner at Mar-a-Lago, Trump's Florida resort, earlier this month. Nvidia promised the Trump administration a fresh commitment of U.S. investment, NPR reported, and the White House reversed course on a plan to bar U.S. chipmakers from selling Nvidia's popular H20 AI chips to China.

White House claims 'the Trump Effect in action' as Nvidia announces plans to build AI chips and supercomputers in the US

Nvidia says it's joining with "leading manufacturing partners" to design and build factories that will enable it to build and test Nvidia Blackwell chip and AI supercomputers entirely in the US for the first time ever, an initiative it says will produce up to $500 billion in "AI infrastructure." "Nvidia Blackwell chips have started production at TSMC's chip plants in Phoenix, Arizona," the company said in today's announcement. "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. "The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. Nvidia is partnering with Amkor and SPIL for packaging and testing operations in Arizona." Nvidia said its AI supercomputers "are the engines of a new type of data center created for the sole purpose of processing artificial intelligence," and regardless of what AI ultimately delivers there's no question it's the thing of the moment and Nvidia clearly has high hopes for its made-in-America plan: The company said manufacturing all these chips and supercomputers "is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." "The engines of the world's AI infrastructure are being built in the United States for the first time," Huang said in the statement. "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 Trump administration was quick to take credit for Nvidia's announcement, calling it "the Trump Effect in action." But others have said the move is not the result of current policies but rather the CHIPS Act, signed into law in 2022 during the Biden administration: TSMC, one of the manufacturing partners named in the Nvidia announcement, received nearly $12 billion in direct funding and loans as a result of the CHIPS Act. Ironically, Trump has previously expressed a desire to kill the act, calling it a "horrible, horrible thing" in March and saying the same results could be achieved through the imposition of tariffs. Nvidia's announcement comes amidst the chaos of US president Donald Trump's on-again, off-again tariffs against the rest of the world, primarily China: On Friday, the Trump administration exempted phones and computer hardware from the massive 145% tariffs being applied to goods made in China, but by Sunday Trump said there was no exemption, and that those products are simply "moving to a different tariff 'bucket'," which may or may not be announced this week. The announcement of new US-based manufacturing comes just days after after Nvidia reportedly managed to avoid the imposition of export controls on its H20 chip, the most powerful chip it produces that can be legally exported to China: Two sources told NPR that the H20 walkback followed Huang's attendance at a $1 million-per-person dinner at Trump's Mar-a-Lago resort.

Nvidia to build supercomputer chips entirely in US for first time

San Francisco (AFP) - Nvidia on Monday announced plans to build top-end artificial intelligence supercomputer chips entirely in the United States for the first time. Supercomputer plants are being built in Texas in partnerships with Foxconn and Wistron, with manufacturing expected to ramp up over the course of the next 12 to 15 months, according to the Silicon Valley-based company. TSMC plants in Arizona have already started production of Nvidia's most advanced graphics processing unit (GPU), called Blackwell, Nvidia added. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia chief executive Jensen Huang said in the blog post. "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 plans to produce as much as half a trillion dollars worth of AI infrastructure in the United States by the end of this decade through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. "Onshoring these industries is good for the American worker, good for the American economy, and good for American national security," the White House said in a statement. The US government has clamped down on the export of sophisticated AI chips to China due to national security concerns, and keeping production close to home could allow for tighter control of designs and products. Now, chips are poised to get caught up in a trade war between the US and China. On Air Force One Sunday, Trump said tariffs on semiconductors -- which power any major technology from e-vehicles and iPhones to missile systems -- "will be in place in the not distant future." "We want to make our chips and semiconductors and other things in our country," Trump reiterated. The US president said he would announce tariffs rates for semiconductors "over the next week" and Commerce Secretary Howard Lutnick said they would likely be in place "in a month or two."

Nvidia to mass produce AI supercomputers in the US - SiliconANGLE

The company disclosed in conjunction that Taiwan Semiconductor Manufacturing Co. has started producing Blackwell chips at its Arizona fab complex. The hub currently includes one operational processor plant that came online last year. In the coming years, TSMC plans to build five more fabs on the site along with two advanced packaging facilities. Nvidia is also partnering with several other suppliers on its new stateside manufacturing initiative. The group includes Amkor Technology Inc., Wistron Corporation, SPIL Co. and Foxconn. Nvidia's Blackwell chips include 288 gigabits of onboard memory that can be used to store artificial intelligence models' data. This memory is integrated with the chips' logic modules, the components that can carry out calculations, using an interconnect technology called packaging. Two of the partners that are involved in Nvidia's new manufacturing initiative, Amkor and SPIL, are among the world's top providers of chip packaging. Amkor is the larger of the two companies with more than $6 billion in annual revenue. It's currently building a $2 billion packaging plant not far from TSMC's chip complex in Arizona. Amkor says that the factory will supply packaging components for, among other products, AI systems. TSMC's fabs presumably only produce the logic modules of Nvidia's Blackwell chips. The latter historically relied on SK Hynix Inc. to supply the high-speed memory it integrates with the logic modules. Earlier this year, Samsung Electronics Co. Ltd. also received approval to make memory for Nvidia processors. The chipmaker's flagship Blackwell graphics cards can provide 20 petaflops of performance when processing data stored in the FP4 format, which is widely used by AI applications. One petaflop corresponds to one thousand trillion computations per second. Nvidia recently previewed an improved version of the chip, the Blackwell Ultra, that promises to provide 50% higher performance for inference workloads than the original. Nvidia detailed today that while its Blackwell chips will be produced in Arizona, its AI supercomputers are set to be made in Texas. The company sells servers under the DGX brand that can be linked together into supercomputers. The most advanced DGX servers combine eight Blackwell chips with nearly two terabytes of flash storage and other auxiliary components. According to Nvidia, Foxconn and Wistron will make supercomputers in Houston and Dallas, respectively. Foxconn, officially Hon Hai Precision Industry Co., recently disclosed that it manufactures most of the world's Nvidia-powered AI servers. Wistron is another major electronics manufacturer that is reportedly investing $50 million in the U.S. to build an AI server plant. Nvidia stated that the suppliers involved in the initiative will together dedicate more than a million square feet worth of manufacturing space to making its products. According to the chipmaker, the Foxconn and Wistron facilities will ramp up production over the next 12 to 18 months. Nvidia will help design and operate the new plants. The company plans to do so using its Omniverse and Isaac GR00T product suites. Omniverse is a set of software tools that can be used to create digital twins, virtual replicas of physical systems. Manufacturers use digital twins to simulate their production lines and find areas for improvement. Isaac GR00T, the other product suite that Nvidia plans to use in the project, makes it easier to develop AI models for factory robots. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia Chief Executive Officer Jensen Huang. "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 To Manufacture First American-Made AI Supercomputers | AIM Media House

Nvidia is building supercomputer production units in Texas with contract manufacturers Foxconn in Houston and a Taiwanese electronics manufacturer, Wistron, in Dallas. US chipmaker NVIDIA on Monday announced plans to produce its first-ever AI supercomputers domestically. The initiative is part of its pledge to manufacture $500 billion AI infrastructure in the country over the next four years, in partnership with TSMC, Foxconn and Wistron, among others. The company commissioned over one million square feet of manufacturing space to build and test Nvidia Blackwell chips in Arizona and AI supercomputers in Texas. This follows the government's push to incentivise domestic chip manufacturing to create local jobs and reduce dependency on countries like Taiwan and China. NVIDIA is building supercomputer production units in Texas with contract manufacturers Foxconn in Houston and a Taiwanese electronics manufacturer, Wistron, in Dallas. In both plants, mass production is expected to ramp up in the next 12-15 months. The Taiwan Semiconductor Manufacturing Company's (TSMC) chip plants in Phoenix, Arizona, have already started producing Blackwell Chips. "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," said Jensen Huang, founder and CEO of NVIDIA, in the blog post. The company plans to use its advanced AI, robotics, and digital twin technologies to operate these facilities, including Omniverse, to create digital twin factories, and Isaac GR00T to build robots for automated manufacturing. Caught between the trade wars over the semiconductor supply chain, the US has seen significant changes in recent years. As reported by AIM earlier, increasing geopolitical tensions and disruptions in the supply chain have pushed the US to look at its overreliance on other countries like China, moving towards being a key player in the global semiconductor industry. The government also expects to obtain direct funding and loans from private investors, like Taiwan, to build "cutting-edge fabrication facilities," aiming to increase the US workforce. In March 2025, the White House said that TSMC announced a $100 billion investment in Arizona's semiconductor chip manufacturing unit, marking one of the most significant foreign direct investments in US history. The White House has called the recent foreign investments the "Trump Effect in action." However, the US government announced steep tariffs on Chinese and Taiwanese imports in early April. Unexpectedly, the Trump administration exempted tariffs on smartphones, computers and other electronic parts, including chips, on April 13. The Washington Post reported that US Commerce Secretary Howard Lutnick said that semiconductor and other electronics tariffs are still in the works.

Nvidia reveals it will make AI supercomputers in the U.S. for the first time

Nvidia announced Monday that it will produce its artificial intelligence supercomputers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's This Week on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Co. chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI supercomputers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum.

Nvidia to manufacture $791b of AI chips in US for first time

Gift 5 articles to anyone you choose each month when you subscribe. Nvidia, the dominant player in chips for artificial intelligence models, plans to produce as much as half a trillion dollars' worth of AI infrastructure in the US over the next four years through manufacturing partnerships. Production of Nvidia's latest generation AI chip, known as Blackwell, has begun at Taiwan Semiconductor Manufacturing's new plant in Phoenix, the company said in a statement Monday. Nvidia is also building supercomputer manufacturing plants in Texas with Foxconn and Wistron, and partnering with Amkor and Siliconware Precision Industries for packaging and testing operations in Arizona.

Nvidia starts manufacturing AI chips for the US in Texas

Nvidia announced it has started manufacturing chips in Arizona and plans to build AI supercomputers in Texas, marking a significant shift in its supply chain strategy amid rising trade uncertainties. The company's move brings production of key components for generative AI closer to home as tariffs threaten the cost of overseas manufacturing. With new tariffs introduced by former President Trump creating instability in tech supply chains, Nvidia is making a strategic play to localize critical parts of its AI infrastructure. Although some tariffs were temporarily rolled back following stock market turbulence, Trump signaled further changes may be on the horizon, including a possible reevaluation of semiconductor and electronics tariffs. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia CEO Jensen Huang. "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 confirmed its advanced Blackwell chips are already being produced at Taiwan Semiconductor Manufacturing Company (TSMC) facilities in Phoenix, Arizona. It also plans to build AI-focused supercomputers in two major Texas cities: Houston, through a partnership with Foxconn, and Dallas, in collaboration with Wistron. Manufacturing at these sites is expected to ramp up over the next year. These supercomputers will be deployed in data centers that power large-scale AI applications -- part of the booming generative AI infrastructure that underpins tools like ChatGPT, AI-powered office software, and intelligent consumer devices. Nvidia's announcement is the latest sign that the US government's semiconductor incentives are reshaping manufacturing decisions. The CHIPS Act, signed into law by President Biden in 2022, allocated $53 billion to bring chip production back to US soil. Nvidia's US-based efforts add to a growing list of companies shifting critical operations stateside, aligning with national goals of supply chain resilience and technological independence. While consumers aren't directly purchasing AI chips, the location and cost of chip production impact the prices of devices and services built on that technology.

Nvidia plans to manufacture AI chips in the US for the first time

LOS ANGELES (AP) -- Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Company chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum.

NVIDIA to make American-made AI supercomputers in the US, will spend half a trillion dollars

TL;DR: NVIDIA is set to manufacture AI supercomputers in the US, featuring Blackwell AI GPUs. The company is investing up to $500 billion over four years in partnerships with TSMC, Foxconn, and others. Manufacturing in Arizona and Texas aims to meet AI demand, enhance supply chain resilience, and create jobs. NVIDIA has just announced it will be making AI supercomputers in the US, with the new American-made supercomputers to feature NVIDIA Blackwell AI GPUs. The company announced the news on its official website, saying it has commissioned more than a million squire feet of manufacturing space to both build and test NVIDIA Blackwell AI GPUs in Arizona, and AI supercomputers in Texas. NVIDIA Blackwell AI chips have started production at TSMC's semiconductor facilities in Phoenix, Arizona. Jensen Huang, founder and CEO of NVIDIA, said: "The engines of the world's AI infrastructure are being built in the United States for the first time. 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 says that it is building supercomputer manufacturing plants in Texas, with Foxconn in Houston, and with Wistron in Dallas, noting that mass production at both plants is "expected to ramp in the next 12-15 months". The AI chip and supercomputer supply chain is complex, demanding the most advanced manufacturing, packaging, assembly, and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona. The company says that over the next 4 years, it plans to spend up to half a trillion dollars -- $500 billion -- of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor, and SPIL. These world-leading companies are "deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience" says NVIDIA. NVIDIA explains: "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. 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". NVIDIA also says that it will be using 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 GROOT to build robots to automate manufacturing.

Nvidia pledges $500 billion to manufacture AI chips, supercomputers in US

Nvidia will manufacture up to $500 billion of artificial intelligence (AI) chips and supercomputers entirely in the U.S. over the next four years, the company announced Monday. The move comes amid President Trump's ongoing trade war and push to get companies to move their manufacturing and assembly process to the U.S. It marks the first time that Nvidia AI supercomputers will be made entirely in America, the company said. The AI chipmaker said it commissioned more than a million square feet to build Nvidia Blackwell chips in Arizona and AI supercomputers in Texas. "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 founder and CEO Jensen Huang said in a release Monday. Nvidia said it is being assisted by partners like TSMC (Taiwan Semiconductor Manufacturing Company Limited), with the company's Blackwell chips already being produced at TSMC's chip plants in Phoenix. The company is also in the process of building supercomputing manufacturing plants in Houston, Texas with the help of Foxconn and with Wistron in Dallas and production is expected to accelerate over the next 12 to 15 months. Amkor and SPIL will also partner with Nvidia for packaging and testing operations in Arizona. The White House celebrated the announcement, stating it is "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing and it's paying off with trillions of dollars in new investments secured in the tech sector alone," the White House wrote in a statement Monday. When asked about it in the Oval Office on Monday, Trump cited his use of tariffs to move manufacturing to the U.S. "The reason they did it is because of the election on November 5 and because of a thing called tariffs," he told reporters, adding later, "Nvidia is one of the greatest companies of the world, modern, super modern." "I'm honored by it and want to thank Jensen and all of the people that we deal with, brilliant people, and without tariffs, we wouldn't be doing it," the president added. Trump has threatened a 32 percent tariff on products and goods from Taiwan, where many of Nvidia's products are typically made, but paused his new tariffs for 90 days for all countries except China. Taiwan officials held their first tariff talks with the U.S. last week. The Trump administration said Friday that electronics such as phones, computers, routers and semiconductor chips would be exempt from the "reciprocal" tariffs imposed on other nations, including China. But two days later, the administration clarified the exemption is only a temporary measure. "This is not like a permanent sort of exemption. [Trump's] just clarifying that these are not available to be negotiated away by countries. These are things that are national security, that we need to be made in America," Commerce Secretary Howard Lutnick told ABC News's "This Week." Trump followed this up Sunday evening, stating he would announce tariffs on semiconductors soon, but still suggested there could be exceptions for certain products. "The tariffs will be in place in the not distant future. Because, as you know, like we did with steel, like we did with automobiles, like we did with aluminum, which are now fully on, we'll be doing that with semiconductors, with chips and numerous other things," Trump told reporters aboard Air Force One. "And that'll take place in the very near future," he added. Trump earlier this year announced a private $500 billion investment in AI infrastructure in the United States, backed by ChatGPT maker OpenAI, Oracle and Softbank. Apple is also investing $500 billion in the U.S. over the next four years, while TSMC is investing a $100 billion investment in its Arizona semiconductor manufacturing operation.

Nvidia Plans to Manufacture AI Chips in the US for the First Time

LOS ANGELES (AP) -- Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Company chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum. Copyright 2025 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

Nvidia to Build AI Supercomputers in the U.S. for the First Time: 'Incredible and Growing Demand'

The news arrives one day after President Donald Trump said he would announce a tariff on imported AI chips this week. The biggest AI chipmaker in the world is designing and constructing factories to build AI supercomputers fully in the U.S. for the first time. Nvidia announced on Monday that it has commissioned more than a million square feet of manufacturing space in the U.S., including one plant in Arizona to build and test AI chips and two factories in Texas to construct AI supercomputers. Nvidia stated that through these factories, it intends to produce up to $500 billion in AI infrastructure in the U.S. within the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia CEO Jensen Huang in a press release. "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 will be collaborating with Amkow and Siliconware Precision Industries in Arizona to package and test AI chips. Nvidia noted that it has already started producing its AI chips at Taiwan Semiconductor (TSMC) factories in Phoenix, while it partners with electronics manufacturers Foxconn and Wistron to build two supercomputer manufacturing factories in Dallas and Houston. The Texas facilities will start mass production within 12 to 15 months. Related: How Nvidia CEO Jensen Huang Transformed a Graphics Card Company Into an AI Giant: 'One of the Most Remarkable Business Pivots in History' The news arrives nearly a week after President Donald Trump levied a 32% tariff on Taiwan, where Nvidia makes most of its AI chips, and a 145% tariff on China. Trump temporarily excluded smartphones, computers, and AI chips from the tariffs late Friday evening but said on Sunday that he would announce a new tariff rate on imported chips this week. "We want to make our chips and semiconductors and other things in our country," Trump said while speaking with reporters on Air Force One on Sunday night, per Fox Business. The White House stated on Monday that Nvidia's move to manufacture AI chips in the U.S. was an example of "the Trump effect in action." "President Donald J. Trump has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off," the White House wrote in a press release. Related: Nvidia CEO Jensen Huang Says the New ChatGPT Needs '100 Times More' of His Company's AI Chips Nvidia is planning to use its own AI to help operate the facilities. For example, the Nvidia Isaac GR00T, an AI model for humanoid robots that the company first announced last month, will be used to build robots to work within the factories.Nvidia is the third most valuable company in the world, with a market cap of

Nvidia Says It Will Make AI Supercomputers in US, With $500B Commitment to AI Infrastructure

Nvidia said its Blackwell chips have already started production at TSMC's Arizona factories. Nvidia (NVDA) on Monday announced plans to build supercomputers entirely in the U.S., with the chipmaker and its partners set to invest up to $500 billion in American AI infrastructure over the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in a release, 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 said its supercomputer manufacturing plants in Texas, being built in partnership with Foxconn and Wistron, are set to ramp production in the next 12 to 15 months. The chipmaker said its Blackwell chips have already started production at Taiwan Semiconductor Manufacturing Company's (TSM) facilities in Arizona.

Big victory for Donald Trump? Nvidia announces $500 billion AI infra push, supercomputer production exclusively in USA

Nvidia has announced that it was working with partners for major infrastructure push and produce AI supercomputers entirely in the U.S.Nvidia is planning to build an AI infrastructure worth as much as $500 billion in the U.S. over the next four years through tie-ups with companies, including Taiwan's TSMC, according to the announcement made by the Artificial Intelligence giant on Monday. Nvidia said today it was working with partners to design and build factories to produce AI supercomputers entirely in the U.S. The announcement on Monday comes amid a growing push to bring manufacturing and the technology supply chain within the borders of the U.S. as Washington imposes steep tariffs on imports. The AI chip giant said Taiwan Semiconductor Manufacturing has started production of its latest generation of chips at its factory in Phoenix, Arizona. Tariff exemptions announced Friday on electronics like smartphones and laptops are only a temporary reprieve until the Trump administration develops a new tariff approach specific to the semiconductor industry, U.S. Commerce Secretary Howard Lutnick said Sunday. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," Lutnick told ABC's "This Week" on Sunday. The Trump administration late Friday said it would exclude electronics from reciprocal tariffs, a move that could help keep the prices down for popular consumer devices that aren't usually made in the U.S. The move was expected to benefit big tech companies like Apple and Samsung and chip makers like Nvidia, though the uncertainty of future tariffs may rein in an expected tech stock rally on Monday. U.S. Customs and Border Protection said items like smartphones, laptops, hard drives, flat-panel monitors and some chips would qualify for the exemption. Machines used to make semiconductors are excluded too. That means they won't be subject to the current 145 per cent tariffs levied on China or the 10 per cent baseline tariffs elsewhere. Q1. What is full form of AI? A1. The full form of AI is Artificial Intelligence. Q2. What do we know about tariffs on China? A2. U.S. Customs and Border Protection said items like smartphones, laptops, hard drives, flat-panel monitors and some chips would qualify for the exemption. Machines used to make semiconductors are excluded too. That means they won't be subject to the current 145 per cent tariffs levied on China or the 10 per cent baseline tariffs elsewhere.

Nvidia plans to manufacture AI chips in the US for the first time

Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas - part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Co. chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas - with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off - with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum.

NVIDIA To Produce AI Servers Worth Half a Trillion Dollars In The US; Blackwell Production Already Underway At TSMC Arizona

Well, it seems that NVIDIA has decided to increase its cooperation with the current administration by announcing the production of AI servers in the US with the help of TSMC and others. NVIDIA is at the forefront of the AI revolution, and with the massive demand the company has on its hands, Team Green must bring clarity to the supply chain, and this is what they have done with the announcement. Posted on the NVIDIA blog, the firm revealed that it is working with manufacturing partners like TSMC and Wistron to bring production into the US and has also allocated more than a million square feet of manufacturing space for Blackwell chip production in Arizona, signaling a massive shift in supply chain dynamics. The engines of the world's AI infrastructure are being built in the United States for the first time. 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's CEO Jensen Huang Team Green has validated the fact that Blackwell is in production with TSMC Arizona and that, to scale up production, the company has been building supercomputer manufacturing plants in Texas, with partners like Foxconn and Wistron working in other states. It is claimed that mass production could be underway by 12-15 months, and within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the US, which is simply shocking to hear. This announcement comes after the US administration decided not to impose a ban on NVIDIA's H20 AI accelerators after a meeting between Trump and Jensen. So, it is likely that NVIDIA's US plans seem like a "deal" in place where both parties have exchanged their interests. Moving the supply chain from Taiwan/China to the US is indeed a complicated process. Still, it seems like NVIDIA's partners are determined about the move, which could mean that the US might very well be the next destination for AI infrastructure.

Nvidia: We Will Build AI Supercomputers 'Entirely' In US With Partners

With production handled by Taiwanese manufacturers TSMC, Foxconn and Wistron, Nvidia says that it plans to 'produce up to a half trillion dollars of AI infrastructure' in the U.S. within the next four years. Mass production is 'expected to ramp in the next 12-15 months.' Nvidia said it will build AI supercomputers "entirely" in the United States for the first time thanks to investments it's making with Taiwanese manufacturing partners TSMC, Foxconn and Wistron. The AI computing giant made the announcement Monday, saying that it 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." [Related: How Dell, Lenovo And Supermicro Are Adapting To Nvidia's Fast AI Chip Transitions] Nvidia said this new production capability will allow the company to "produce up to a half trillion dollars of AI infrastructure" in the U.S. within the next four years. Nvidia said Blackwell production has already begun at TSMC's fabrication plants in Phoenix, Arizona. The supercomputer manufacturing plants are being stood up by Foxconn in Houston and by Wistron in Dallas, with mass production "expected to ramp up in the next 12-15 months." The Santa Clara, Calif.-based company said it is also working with Amkor and SPIL to handle the chip packaging and testing needs of its AI supercomputer products. Nvidia announced the move as President Trump continued to adjust the wide-ranging tariffs he unleashed on nearly 60 countries and regions nearly two weeks ago with the goal of fixing perceived trade imbalances with other countries and grow domestic manufacturing. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO and co-founder Jensen Huang said in a statement. "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 To Build $500 Billion AI Infrastructure In US In the Next Four Years - NVIDIA (NASDAQ:NVDA)

Nvidia Corp. NVDA announced Monday that it is teaming up with its manufacturing partners to bring the production of its AI supercomputers to the United States for the first time, signaling a considerable shift in the company's global supply strategy. In the coming four years, Nvidia plans to develop as much as $500 billion in AI-related infrastructure across the United States. By partnering with top-tier companies, including Foxconn, Wistron, TSMC, Amkor, and SPIL, Nvidia is setting up production centers in Arizona and Texas to build its Blackwell processors and advanced AI technologies. Also Read: What's Going On With IonQ Stock Today? Production of Nvidia's Blackwell chips is already underway at TSMC's Phoenix facility. In Texas, Nvidia is collaborating with Foxconn in Houston and Wistron in Dallas to assemble its AI supercomputers. Large-scale manufacturing at these locations is projected to accelerate within the next 12 to 15 months. To streamline operations, Nvidia will deploy its proprietary technologies, including the Omniverse platform for digital twins of factories and Isaac GR00T for robotics automation. These systems will help design, manage, and optimize the new manufacturing lines. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Founder and CEO Jensen Huang. "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's recent initiative aims to strengthen U.S.-based semiconductor production while meeting the rising need for AI computing capabilities. Huang recently noted that AI demand is rising faster than anticipated, with even budget models needing more computing power. As AI advances and potential tariff relief emerges, the company's future growth may depend on whether these positive factors can offset ongoing technical challenges. U.S. chip companies heaved a sigh of relief last week following an unexpected move from President Donald Trump to pause tariffs for 90 days on nations that haven't responded with their own trade penalties. The effort encompasses over 1 million square feet of facilities focused on building and validating hardware, much of which will serve upcoming "AI factories", data centers specifically designed to handle intensive artificial intelligence operations. The company said this large-scale expansion will enhance supply chain resilience, create hundreds of thousands of employment opportunities, and drive substantial economic growth valued in the trillions over the long term. Price Action: NVDA shares traded higher by 0.53% to $111.51 at last check on Monday. Read Next: Nike's Sneaker Buzz And Tariff Risks Could Shape Its Future: Analyst Photo via Shutterstock NVDANVIDIA Corp$111.620.63%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum73.56Growth94.81Quality97.34Value6.71Price TrendShortMediumLongOverviewGot Questions? AskWhich semiconductor companies will thrive with Nvidia?How will Foxconn benefit from Nvidia's expansion?What opportunities arise for Texas manufacturers?Could AI chip demand boost suppliers' stocks?How might tariff pauses affect Nvidia's competitors?Which AI startups could partner with Nvidia?What impact does AI infrastructure have on tech ETFs?Who stands to gain from employment opportunities in AI?Which data center providers could see increased demand?How will manufacturing automation influence productivity stocks?Powered By This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs

Jensen Huang Praised By Trump: Nvidia 'Wouldn't Be Doing' $500 Billion AI Infrastructure Commitment Without Tariffs - NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD)

President Donald Trump credited his tariff policies for driving Nvidia Corp.'s NVDA massive $500 billion commitment to build artificial intelligence infrastructure in the United States during a White House press conference on Monday. What Happened: "The reason they did it is because of the election on Nov. 5 and because of a thing called tariffs," Trump said while hosting El Salvador President Nayib Bukele. "I want to thank Jensen and all of the people that we deal with. They're great people, they're brilliant people, and without tariffs, they wouldn't be doing it." The chipmaker announced plans to partner with manufacturing giants, including Foxconn, Wistron, TSMC, Amkor, and SPIL to develop AI-related infrastructure across the United States over the next four years. Production of Nvidia's Blackwell chips is already underway at TSMC's Phoenix facility, with assembly operations planned for Texas. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in the announcement. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers." See Also: 5 Small Businesses Hit Trump With Lawsuit Over Tariffs: Trade Deficits 'Are Not An Emergency' Why It Matters: The move comes as U.S. chip companies received temporary relief last week when Trump paused tariffs for 90 days on nations that haven't imposed retaliatory trade penalties. However, Trump indicated on Sunday that he would announce new semiconductor import tariff rates this week, though with "flexibility with some companies." Nvidia's initiative coincides with similar moves by competitors. Advanced Micro Devices Inc. AMD CEO Lisa Su confirmed Tuesday that AMD will manufacture more AI servers in the United States and begin chip production at Taiwan Semiconductor Manufacturing Co.'s TSM Arizona facility. Price Action: Nvidia stock closed at $110.71 on Monday, down by 0.20%. In after-hours trading, the stock dipped to $109.37, a decrease of 1.21%. Year-to-date, the stock has fallen 19.96%, according to data from Benzinga Pro. Nvidia beats rivals AMD and Intel in momentum but lacks a positive valuation, according to Benzinga Edge Stock Rankings. Sign up for more insights. Read Next: A US Recession In 2025? Betting Odds Say It's More Likely Than Not Photo Courtesy: jamesonwu1972 On Shutterstock.com Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AMDAdvanced Micro Devices Inc$93.18-0.24%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum12.44Growth66.56Quality88.89Value16.01Price TrendShortMediumLongOverviewNVDANVIDIA Corp$109.37-1.41%TSMTaiwan Semiconductor Manufacturing Co Ltd$154.46-1.67%Got Questions? AskWhich AI chipmakers stand to benefit from tariffs?How will Nvidia's $500 billion plan impact competitors?What other semiconductor companies may expand in the US?Could Foxconn see growth from Nvidia's initiatives?Which manufacturing sectors will benefit from increased AI demand?How might AMD leverage Nvidia's expansion?What investment opportunities arise in AI infrastructure?How will tariff policies reshape the chip industry?Which regional markets could benefit from AI chip production?Could TSMC see increased demand for US production?Powered ByMarket News and Data brought to you by Benzinga APIs

AMD CEO Lisa Su Confirms AI Server Production in US, Taps TSMC Arizona For Chips As 'Venice' Hits 2nm Milestone Amid Tariff Uncertainty - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD)

Advanced Micro Devices Inc. AMD CEO Lisa Su confirmed on Tuesday that the company is ready to start chip production at Taiwan Semiconductor Manufacturing Co.'s TSM Arizona facility and will manufacture more artificial intelligence servers in the United States. What Happened: Speaking to reporters at National Taiwan University in Taipei, Su's announcement comes amid increasing focus on domestic semiconductor manufacturing and potential new tariffs on imported chips, reported Reuters. President Donald Trump said that he would announce semiconductor import tariff rates this week on Sunday, though he noted that there would be "flexibility with some companies." AMD also revealed Monday it has achieved a significant manufacturing milestone with its next-generation EPYC processor, codenamed "Venice," becoming the first high-performance computing product in the industry to be taped out on TSMC's advanced 2-nanometer (N2) process. The Venice processors are scheduled to launch next year. "TSMC has been a key partner for many years and our deep collaboration with their R&D and manufacturing teams has enabled AMD to consistently deliver leadership products," Su said in Monday's statement. See Also: 5 Small Businesses Hit Trump With Lawsuit Over Tariffs: Trade Deficits 'Are Not An Emergency' Why It Matters: The company also announced successful validation of its 5th generation EPYC CPU products at TSMC's new Arizona fabrication facility, underscoring AMD's commitment to U.S. manufacturing at a time when semiconductor supply chains face geopolitical scrutiny. TSMC Chairman and CEO C.C. Wei highlighted the partnership, saying: "By working together, we are driving significant technology scaling resulting in better performance, power efficiency and yields for high-performance silicon." AMD relies heavily on TSMC, the world's largest contract chipmaker, to manufacture its processors as it competes against Intel Corp.'s INTC dominance in the microprocessor market and NVIDIA Corp.'s NVDA strength in graphics processing units. AMD trails Nvidia in momentum but outperforms Intel on growth metrics, according to Benzinga Edge Stock Rankings. Sign up for more insights. Photo Courtesy: jamesonwu1972 On Shutterstock.com Read Next: A US Recession In 2025? Betting Odds Say It's More Likely Than Not Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AMDAdvanced Micro Devices Inc$93.18-0.24%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum12.44Growth66.56Quality88.89Value16.01Price TrendShortMediumLongOverviewINTCIntel Corp$20.081.72%NVDANVIDIA Corp$109.37-1.41%TSMTaiwan Semiconductor Manufacturing Co Ltd$154.46-1.67%Got Questions? AskHow will AMD leverage US manufacturing?Which semiconductor companies will thrive with tariffs?What impact will tariffs on chips have on Intel?Which AI server stocks could benefit from AMD's production?How might NVIDIA respond to AMD's advancements?Will AMD's 2nm technology shift market dynamics?What role will TSMC play in US chip production?How could geopolitical scrutiny affect chip supply chains?Who will be affected by new semiconductor tariffs?Could AMD's EPYC processors disrupt the market?Powered ByMarket News and Data brought to you by Benzinga APIs

Trump Hypes $500 Billion NVIDIA Investment In US AI Supercomputers: 'Golden Age Of America' Begins - Broadcom (NASDAQ:AVGO), ASML Holding (NASDAQ:ASML)

Feel unsure about the market's next move? Copy trade alerts from Matt Maley -- a Wall Street veteran who consistently finds profits in volatile markets. Claim your 7-day free trial now. A $500 billion commitment by Nvidia Corp. NVDA to build artificial intelligence supercomputers exclusively in the U.S. is drawing attention from Washington to Wall Street as reshoring trends accelerate. In a Tuesday post on Truth Social, President Donald Trump announced the move and said Nvidia will receive expedited permits for its ambitious U.S.-based AI infrastructure investment, calling it a "very big and exciting news." The announcement comes amid a broader push from the Trump administration to accelerate domestic technology manufacturing and reduce reliance on China. Trump also pledged to expedite all necessary permits for other companies investing in what he dubbed the "Golden Age of America." Over the weekend, the administration confirmed exemptions to new tariffs of up to 145% on critical tech imports such as smartphones and semiconductors -- moves aimed at shielding U.S. tech leaders from global trade friction. Bank of America Sees Earnings Tailwinds From Reshoring In a note shared Monday, Bank of America semiconductor analyst Vivek Arya said earnings expectations for U.S.-based companies benefiting from reshoring remain on solid footing. "We expect earnings estimates from companies exposed to reshoring beneficiaries to remain well positioned to largely deliver on earnings expectations," Arya said. Nvidia, in particular, was highlighted as a top sector pick alongside Broadcom Inc. AVGO, Marvell Technology Inc. MRVL, chip-design leaders Cadence Design Systems Inc. CDNS and Synopsys Inc. SNPS as well as semiconductor capital equipment makers Lam Research Corp. LRCX and KLA Corp. KLAC. Bank of America holds a $200 price target on Nvidia, implying an 80% upside from its current $110 share price. The bank values the stock at 33 times expected calendar year 2026 earnings, excluding cash -- within its historical 25x to 56x forward price-to-earnings range. According to Arya, this valuation is justified given Nvidia's broader exposure to long-term secular trends, including artificial intelligence infrastructure, gaming cycle recovery and robust data center demand. Market Reactions NVIDIA shares edged up 0.2% in premarket trading Tuesday, following a 0.2% dip on Monday. The stock has surged 28% since last week's lows, which were triggered by renewed tariff fears. Top premarket risers within the iShares Semiconductor ETF SOXX were KLA Corp., Onto Innovation ONTO and ASML Holding N.V. ASML with gains of about 1%. Read now: US Stock Futures Waver After Two-Day Rally: Trump's Tariff Moves Could End A 3-Year 'Rolling Recession,' Says Expert Photo: Shutterstock ASMLASML Holding NV$678.300.81%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum23.73Growth67.09Quality75.93Value15.73Price TrendShortMediumLongOverviewAVGOBroadcom Inc$177.42-0.53%CDNSCadence Design Systems Inc$260.760.08%KLACKLA Corp$669.97-%LRCXLam Research Corp$67.86-%MRVLMarvell Technology Inc$52.14-0.23%NVDANVIDIA Corp$110.17-0.49%ONTOOnto Innovation Inc$120.77-%SNPSSynopsys Inc$421.98-%SOXXiShares Semiconductor ETF$173.440.02%Got Questions? AskWhich semiconductor companies will thrive from reshoring?How might Nvidia's investment shift market dynamics?Will Broadcom see a price surge post-investment?Which AI infrastructure stocks are poised for growth?How will tariff exemptions impact tech firms?Could Lam Research benefit from increased domestic production?What opportunities lie in capital equipment makers with reshoring?Is now the time to invest in semiconductor ETFs?How will Cadence Design Systems react to the industry shift?Which data center stocks could see earnings growth?Powered ByMarket News and Data brought to you by Benzinga APIs

Nvidia Opens US AI Factories While Advanced Micro Digs Deeper Into 2nm - Who's Really Powering The Future? - NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD)

Nvidia Corp NVDA and Advanced Micro Devices Inc AMD are racing to define the future of AI and data center dominance. While one is breaking ground in the U.S., the other is shrinking down to the cutting edge of 2nm tech. Investors hoping to ride the AI wave must decide: factory floors or fabrication finesse? Nvidia Bets On Made-in-America AI Might Nvidia is going local. For the first time, the company is building AI supercomputers entirely in the U.S., kicking off production of its Blackwell chips at TSMC's Arizona facility and constructing AI supercomputer plants with Foxconn and Wistron in Texas. "The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia CEO Jensen Huang. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers." Related: Trump Hypes $500 Billion NVIDIA Investment In US AI Supercomputers: 'Golden Age Of America' Begins The move not only secures supply chain resilience but also positions Nvidia at the heart of U.S. tech infrastructure expansion. Chart created using Benzinga Pro Despite a slightly sluggish stock (down 5.23% in the past month), NVDA stock's eight-day and 20-day simple moving averages flash bullish signals, giving bulls a reason to stay optimistic. AMD Goes Atomic With 2nm And Arizona Anchoring While Nvidia is laying bricks, AMD is making atoms dance. Its upcoming EPYC processor, "Venice," is the first high-performance computing chip taped out on Taiwan Semiconductor Manufacturing Co Ltd's TSM next-gen 2nm (N2) node. "TSMC has been a key partner for many years," said AMD CEO Dr. Lisa Su. "Being a lead HPC customer for TSMC's N2 process and for TSMC Arizona Fab 21 are great examples of how we are working closely together to drive innovation." AMD also validated its 5th Gen EPYC chips at TSMC's Arizona facility, mirroring Nvidia's U.S.-centric strategy. Chart created using Benzinga Pro Technically, AMD stock remains in a firmly downward trend with bearish signals across most key moving averages. Whether you're betting on concrete or nanometers, this chip war is heating up - and there's no neutral ground left. Read Next: Taiwan Semiconductor Preps New Chip Tech To Supercharge AI Performance By 2027 Photo: Shutterstock AMDAdvanced Micro Devices Inc$95.440.99%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum13.77Growth66.59Quality84.03Value14.88Price TrendShortMediumLongOverviewNVDANVIDIA Corp$112.491.61%TSMTaiwan Semiconductor Manufacturing Co Ltd$156.900.68%Got Questions? AskWhich AI chip manufacturers will benefit most?How will AMD's 2nm tech impact competitors?What opportunities exist in U.S. tech infrastructure growth?Could Nvidia's Arizona factories attract investors?Which companies will thrive from AI demand surge?How will Foxconn and Wistron fare in AI production?Does AMD's EPYC chip signal a market shift?What risks do semiconductor stocks face amidst competition?Are there investment opportunities in AI supercomputing?How will U.S.-made chips affect global supply chains?Powered ByMarket News and Data brought to you by Benzinga APIs

Nvidia and Partners to Produce AI Supercomputers in US | PYMNTS.com

Nvidia said Monday (April 14) that its artificial intelligence (AI) supercomputers will be built in the U.S. for the first time, starting in the next 12 to 15 months. The company is working with manufacturing partners to build two manufacturing plants in Texas -- one in Houston with Foxconn and one in Dallas with Wistron -- and expects to begin mass production within that timeframe, Nvidia said in a Monday press release. "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 Founder and CEO Jensen Huang said in the release. Nvidia Blackwell chips are now being produced at the plants of another manufacturing partner, TSMC, in Phoenix, Arizona, according to the release. Those plants and the new supercomputer facilities will add up to a million square feet of manufacturing space, the release said. Nvidia also partners with Amkor and SPIL for packing and testing operations in Arizona, per the release. Within the next four years, Nvidia plans to produce up to $500 billion of AI infrastructure in the U.S. through its partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL, according to the release. "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," the release said. Huang said in March that Nvidia will procure "several hundred billion" dollars' worth of chips and other electronics manufactured in the U.S. over the next four years. The chip designer will source these products from suppliers like TSMC and Foxconn, which can manufacture its latest systems in the U.S. By doing so, Nvidia will avoid tariffs and improve the resiliency of its supply chain, Huang said at the time. Asked during a Monday press conference about the Nvidia announcement, President Donald Trump attributed to the company's move to tariffs. "I knew it was going to happen, but not to the extent that it happened. It's big," Trump said in a video of the press conference posted on X by the White House's Rapid Response 47 account. "And the reason they did it is because of the election on Nov. 5 and because of a thing called tariffs."

Nvidia's $500B US AI Investment Credited to 'Trump Effect,' Says White House

The White House called Nvidia's $500 billion investment in U.S. manufacturing an example of the "Trump Effect." | Credit: Sean Gallup / Getty Images. On Monday, April 16, Nvidia announced a major expansion of its U.S. manufacturing operations as it plans to invest $500 billion in new AI infrastructure across the country. The Trump administration has pointed to the announcement as proof that its economic and trade policies -- dubbed the "Trump Effect" -- are driving a resurgence in American industry. Americanizing Nvidia's Supply Chain Monday's announcement highlights a concerted effort by Nvidia to reshore parts of its supply chain to the U.S. Already, the firm said it has started producing Blackwell AI processors at a foundry operated by Taiwan Semiconductor Manufacturing Company (TSMC) in Arizona. Moving forward, Nvidia is also partnering with Amkor and SPIL to conduct packaging and testing operations in the state. The company also revealed plans to build two new plants in Texas that will assemble AI supercomputers -- one with Foxconn in Houston and another with Wistron in Dallas. Through these partnerships, Nvidia said it plans to produce up to half a trillion dollars of made-in-America AI infrastructure in the next four years. Nvidia and U.S. Tariffs Although Nvidia didn't directly connect the planned investment to government policy, it is one of the companies most threatened by Trump's tariffs. For now, semiconductors are exempt from tariffs, but the administration has vowed to introduce "sectoral tariffs" on the industry as soon as this week. Currently, Nvidia relies heavily on TSMC's Taiwan-based plants and Foxconn's factories in China, Mexico and elsewhere. As the global trade war escalates, such international manufacturing operations could soon incur significant costs. Relocating production lines to the U.S. won't make tariffs disappear. But as Nvidia looks to diversify its global supply chain in the Trump era, establishing an American manufacturing base makes a lot of sense. White House Claims 'American Manufacturing Renaissance' Following Nvidia's announcement, the White House issued a statement claiming that "it's the Trump Effect in action." "President Donald J. Trump has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance."

Nvidia plans to manufacture AI chips in the U.S. for the first time

LOS ANGELES -- Nvidia announced Monday that it will produce its artificial intelligence super computers in the United States for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialized Blackwell chips in Arizona and AI supercomputers in Texas -- part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. White House officials, including U.S. President Donald Trump himself, spent Sunday downplaying the significance of exemptions that lessen but won't eliminate the effect of U.S. tariffs on imports of popular consumer devices and their key components. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," U.S. Commerce Secretary Howard Lutnick told ABC's "This Week" on Sunday. Nvidia said in a post on its website that it has started Blackwell production at Taiwan Semiconductor Manufacturing Company chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas -- with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data center created for the sole purpose of processing artificial intelligence," the company said, adding that manufacturing in the U.S. will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with Taiwan-based company SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement Monday, the White House called Nvidia's move "the Trump Effect in action." Trump "has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off -- with trillions of dollars in new investments secured in the tech sector alone," the White House said. Earlier this year, Trump announced a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum.

Nvidia vows to spend up to $500B to build AI servers in US amid Trump...

Nvidia said it is planning to build AI servers worth as much as $500 billion in the US over the next four years with help from partners such as TSMC, the latest American tech firm to back the Trump administration's push for local manufacturing. Monday's announcement includes production of its Blackwell AI chips at TSMC's factory in Phoenix, and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months. The move aligns the AI chip giant, majority of whose processors are made in Taiwan, with a clutch of tech firms that have pledged to bring manufacturing back to the US amid threats of steep tariffs from President Trump. "It is unlikely Nvidia would have moved any production to the US if it was not for pressure from the Trump administration," said D.A. Davidson analyst Gil Luria. "The half a trillion number is likely hyperbole, in the same way Apple made a half a trillion promise." Apple, which assembles most of its iPhones in China, in February promised half a trillion dollars in the US investments in the next four years, including a factory in Texas for artificial intelligence servers. Nvidia's announcement comes just hours after the US exempted electronics such as smartphones and chips from its reciprocal tariffs on China, but said it would be announcing the tariff rate on imported chips over the next week. The exemptions indicate an increasing awareness within the Trump administration of the pain that the tariffs could inflict on inflation-weary consumers as well as the booming AI industry that relies on chip-related tools from China and Taiwan. "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 CEO Jensen Huang said on Monday. Manufacturing AI chips and supercomputers in the US will create hundreds of thousands of jobs in the coming decades, Nvidia said. Huang had in March said Nvidia sees little short-term impact from higher US tariffs, but would move production to the US in the longer term, without giving a timeline. The company said on Monday TSMC has started the production of its latest generation of chips at its Arizona factory.

Nvidia's Big Move: AI Supercomputers Made in USA, Crypto Mining Gets a Lift

Nvidia Expands AI Manufacturing to the U.S. with New Arizona and Texas Facilities Nvidia is spearheading a major shift in the Artificial Intelligence hardware market, announcing plans to manufacture AI supercomputers and chips in the US for the first time. As part of this bold initiative, Nvidia is partnering with industry giants Foxconn, TSMC, and Wistron to build cutting-edge facilities in Arizona and Texas. This strategic move not only underscores Nvidia's commitment to advancing American tech innovation but also marks a significant departure from its previous reliance on overseas manufacturing. By localizing production, is ready to revolutionize the domestic AI ecosystem.

Trump praises Nvidia's pledge to build AI supercomputers in the U.S. By Investing.com

Investing.com -- On Tuesday, President Trump took to Truth Social to express his enthusiasm about Nvidia (NASDAQ:NVDA)'s commitment to invest $500 billion in the construction of AI supercomputers in the United States. Trump highlighted the significance of this investment, stating, "This is very big and exciting news." He assured that all necessary permits for Nvidia would be expedited, reflecting his administration's support for companies that contribute to what he calls the "Golden Age of America." Nvidia announced on Monday its ambitious plan to build AI servers in the U.S., totaling as much as $500 billion over the next four years. This initiative includes collaboration with partners such as Taiwan Semiconductor Manufacturing Company (TSMC) and is a part of the Trump administration's efforts to encourage local manufacturing by American tech firms. The project will see the production of Nvidia's Blackwell AI chips at TSMC's facility in Phoenix, Arizona. Additionally, supercomputer manufacturing plants in Texas operated by Foxconn (SS:601138) and Wistron are expected to commence operations within 12 to 15 months. This strategic move will shift a significant portion of Nvidia's production, which is predominantly based in Taiwan, back to the U.S. Nvidia's decision comes shortly after the U.S. government excluded electronics, including smartphones and chips, from reciprocal tariffs imposed on China. However, the administration has indicated it will announce the tariff rate on imported chips within the next week. The tariff exemptions reflect a growing recognition of the potential impact on consumers already dealing with inflation and the thriving AI industry that depends on chip-related imports from China and Taiwan. Jensen Huang, Nvidia's CEO, commented on Monday about the benefits of adding American manufacturing to their operations. "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," he said. Nvidia anticipates that this move will generate hundreds of thousands of jobs in the coming decades. President Trump attributed Nvidia's decision to the election and the implementation of tariffs. During a White House briefing, he said, "The reason they did it is because of the election on November 5, and because of the thing called tariffs." Huang had previously indicated in March that while Nvidia saw minimal short-term effects from increased U.S. tariffs, the company would shift production stateside in the long term. Nvidia confirmed that TSMC has already begun producing its latest generation of chips at the Arizona factory.

Nvidia aims to produce AI tools worth up to $500 billion in US over four years

(Reuters) - Nvidia said it plans to build an AI infrastructure worth as much as $500 billion in the U.S. over the next four years through tie-ups with companies, including Taiwan's TSMC. The announcement on Monday comes amid a growing push to bring manufacturing and the technology supply chain within the borders of the U.S. as Washington imposes steep tariffs on imports. The AI chip giant said Taiwan Semiconductor Manufacturing has started production of its latest generation of chips at its factory in Phoenix, Arizona. (Reporting by Akash Sriram in Bengaluru; Editing by Arun Koyyur)

Nvidia to produce AI servers worth up to $500 billion in US over four years

(Reuters) -Nvidia said it is planning to build AI servers worth as much as $500 billion in the U.S. over the next four years with help from partners such as TSMC, the latest American tech firm to back the Trump administration's push for local manufacturing. Monday's announcement includes production of its Blackwell AI chips at TSMC's factory at Phoenix, Arizona and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months. The move aligns the AI chip giant, majority of whose processors are made in Taiwan, with a clutch of tech firms that have pledged to bring manufacturing back to the U.S. amid threats of steep tariffs from President Donald Trump. "It is unlikely Nvidia would have moved any production to the U.S. if it was not for pressure from the Trump administration," said D.A. Davidson analyst Gil Luria. "The half a trillion number is likely hyperbole, in the same way Apple made a half a trillion promise." Apple, which assembles most of its iPhones in China, in February promised half a trillion dollars in the U.S. investments in the next four years, including a factory in Texas for artificial intelligence servers. Nvidia's announcement comes just hours after the U.S. exempted electronics such as smartphones and chips from its reciprocal tariffs on China, but said it would be announcing the tariff rate on imported chips over the next week. The exemptions indicate an increasing awareness within the Trump administration of the pain that the tariffs could inflict on inflation-weary consumers as well as the booming AI industry that relies on chip-related tools from China and Taiwan. "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 CEO Jensen Huang said on Monday. Manufacturing AI chips and supercomputers in the U.S. will create hundreds of thousands of jobs in the coming decades, Nvidia said. Huang had in March said Nvidia sees little short-term impact from higher U.S. tariffs, but would move production to the U.S. in the longer term, without giving a timeline. The company said on Monday TSMC has started the production of its latest generation of chips at its Arizona factory. (Reporting by Akash Sriram and Arsheeya Bajwa in Bengaluru; Editing by Arun Koyyur)

Nvidia plans to manufacture AI chips in US for the first time

AP - Nvidia announced that it will produce its artificial intelligence (AI) super computers in the United States (US) for the first time. The tech giant said it has commissioned more than one million square feet of manufacturing space to build and test its specialised Blackwell chips in Arizona and AI supercomputers in Texas - part of an investment the company said will produce up to half a trillion dollars of AI infrastructure in the next four years. "The engines of the world's AI infrastructure are being built in the US for the first time," Nvidia founder Jensen Huang said in a statement. "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's announcement comes as the Trump administration has said that tariff exemptions on electronics like smartphones and laptops are only a temporary reprieve until officials develop a new tariff approach specific to the semiconductor industry. "They're exempt from the reciprocal tariffs but they're included in the semiconductor tariffs, which are coming in probably a month or two," US Commerce Secretary Howard Lutnick told ABC's This Week on Sunday. Nvidia said in a post on its website that it has started Blackwell production chip plants in Phoenix. The Santa Clara, California-based chip company is also building supercomputer manufacturing plants in Texas - with Foxconn in Houston and Wistron in Dallas. Nvidia's AI super computers will serve as the engines for AI factories, "a new type of data centre created for the sole purpose of processing AI," the company said, adding that manufacturing in the US will create "hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades." Mass production at both plants is expected to ramp up in the next 12-15 months, Nvidia said. The company also plans on partnering with SPIL and Amkor for "packaging and testing operations" in Arizona. In a statement on Monday, the White House called Nvidia's move "the Trump Effect in action". Trump "has made US-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it's paying off - with trillions of dollars in new investments secured in the tech sector alone", the White House said. Earlier this year, Trump announced a joint venture investing up to USD500 billion for infrastructure tied to AI by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, was tasked with building out data centres and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be USD100 billion and could reach five times that sum.

AMD and NVIDIA Begin U.S. Chip Production at TSMC's Arizona Fab

In a significant step toward reshoring advanced semiconductor manufacturing, both AMD and NVIDIA have begun production of their latest generation chips at Taiwan Semiconductor Manufacturing Company's (TSMC) facility in Phoenix, Arizona. The move not only reflects the growing strategic importance of chipmaking to the U.S.' national economic and technological agendas but also highlights the maturing capabilities of TSMC's U.S.-based fabs. Advanced Micro Devices (AMD), long reliant on TSMC's cutting-edge fabrication in Taiwan, is now turning to the Taiwanese foundry's American operations to produce next-generation silicon. CEO Dr. Lisa Su confirmed the commencement of production during a media interaction at National Taiwan University in Taipei, stating that AMD is "ready to start chip production" at TSMC's Arizona facility. The decision to move part of its production pipeline to the United States aligns with AMD's broader objective to enhance resilience in its supply chain -- particularly for AI and data centre components, areas where demand is surging. Dr. Su also noted that the company would "certainly make more AI servers in the U.S.," suggesting a localisation of not just chip fabrication but also downstream assembly and deployment. This shift comes at a time when geopolitical pressures and trade dynamics, including potential new tariffs on imported semiconductors, are pushing U.S.-based chip designers to seek domestic manufacturing alternatives. While AMD has not disclosed which specific products will initially roll off the lines in Arizona, industry watchers expect AI-focused processors and high-performance computing (HPC) chips to take precedence. Meanwhile, NVIDIA has officially begun production of its Blackwell architecture chips at the same TSMC plant in Phoenix. The announcement marks a notable evolution in NVIDIA's supply chain strategy, as it works to bring a portion of its advanced AI GPU manufacturing closer to its major North American customers. The company revealed that production is underway for Blackwell chips using a custom TSMC 4NP process, a node that is most likely a derivative of TSMC's N5 process. However, it remains tight-lipped about whether this includes the top-end Blackwell Ultra GB300 GPU, which was introduced earlier this year. The manufacturing in Arizona is being supplemented by local partnerships for packaging and testing, with companies in the region providing backend services. This localisation strategy is complemented by NVIDIA's upcoming supercomputer production plants in Texas, developed in collaboration with Foxconn and Wistron. These facilities are expected to ramp up to full production within 12 to 15 months. "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," NVIDIA said in a statement. While the numbers may be ambitious, the sentiment underlines a renewed focus on building domestic capacity for AI infrastructure at scale. All of this is made possible by TSMC's aggressive expansion in the U.S., which began in 2020 with a $12 billion commitment to establish an advanced semiconductor facility in Phoenix. Since then, the investment has ballooned to over $65 billion, encompassing three fabs and extensive government support through the CHIPS and Science Act. The initiative represents the largest foreign direct investment in Arizona's history and the largest greenfield FDI in the United States. The first of these fabs began volume production in Q4 2024, deploying the N4 process technology, which matches the yield rates of TSMC's mature facilities in Taiwan. The second fab, under construction, will house the 3nm N3 process and is expected to become operational by 2028. A third fab, announced in April 2024, will manufacture 2nm -- or potentially even more advanced -- chips by the end of the decade. The strategic significance of these fabs extends beyond the corporate interests of AMD and NVIDIA. For the U.S. government, the TSMC Arizona site is a keystone in efforts to restore domestic semiconductor leadership. With each new fab, TSMC Arizona is expected to add thousands of direct and indirect jobs, and support advanced applications across mobile, AI, and HPC sectors. The move by AMD and NVIDIA to produce at TSMC Arizona also signals a broader realignment in the global semiconductor supply chain. Traditionally concentrated in East Asia, especially Taiwan and South Korea, advanced chip manufacturing is now being more evenly distributed -- albeit slowly and with substantial cost premiums. For companies like AMD and NVIDIA, the calculus includes not just cost and yield, but supply chain stability, regulatory compliance, and geopolitical resilience. While TSMC's Arizona fabs are not yet at the same scale as their Taiwanese counterparts, they are a critical hedge against regional risks and a platform for closer integration with North American OEMs and hyperscalers. As AI becomes increasingly central to national competitiveness and digital economies, the production of AI and HPC chips on U.S. soil gains symbolic and strategic importance. For now, AMD and NVIDIA's foray into domestic manufacturing at TSMC Arizona appears less about capacity shift and more about positioning -- for future resilience, for regulatory alignment, and for long-term access to cutting-edge process technologies without relying solely on offshore fabs.