Nvidia on Monday announced it is working with partners to build factories to produce AI supercomputers entirely in the US.
The California-based tech giant has started producing its Blackwell chips at Taiwan Semiconductor Manufacturing Company's plant in Phoenix, Arizona. It also plans to build supercomputer manufacturing plants with Foxconn and Wistron in Houston and Dallas, Texas. Mass production at the two plants is expected to accelerate in the next 12 to 15 months.
Nvidia said it expects to produce $500 billion worth of AI infrastructure in the US through its partnerships with TSMC, Foxconn and Wistron, as well as Amkor and Siliconware Precision Industries.
“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 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 US President Donald Trump continues his on-again, off-again tariff approach as part of a broader effort to impose more charges on America's trading partners.
"It's one of the biggest announcements you'll ever hear, because Nvidia, as you know, controls almost the entire sector, which is one of the most important sectors in the world, between chips and semiconductors and everything else in there," Mr Trump said on Monday.
Mr Trump also credited his tariff policy for Nvidia's investment.
On Sunday, he played down expectations around previously announced exemptions for tariffs on semiconductors and other electronics.
"Nobody is getting 'off the hook' for the unfair trade balances, and non-monetary tariff barriers, that other countries have used against us, especially not China which, by far, treats us the worst!" he wrote on a Truth Social post.
"We are taking a look at semiconductors and the whole electronics supply chain in the upcoming national security tariff investigations."
