Nvidia Builds Factories in the US to Produce AI Supercomputers.
Chip manufacturer Nvidia is moving part of its AI production to the United States. In Arizona and Texas, the company, together with partners such as TSMC, Foxconn, and Wistron, is building new production sites for chips and supercomputers. With geopolitical tensions, many American AI companies want to strengthen their domestic employment.
Production Sites in Arizona and Texas
In Phoenix, Nvidia has started production of the new Blackwell AI chips at TSMC. Simultaneously, two supercomputer factories are being built in Houston and Dallas. According to the chip giant, mass production in Texas will start within 12 to 15 months.
The total area of the factory is nearly 100,000 square meters. In the long term, it aims to produce up to $500 billion worth of AI infrastructure within the US. CEO Jensen Huang calls it a historic moment in an announcement: “For the first time, the engines of the world’s AI infrastructure are being built in the US. By adding American production, we can better meet the enormous and growing demand for AI chips and supercomputers, strengthen our supply chain, and increase our resilience.”
Strategic Choice or Political Concession?
The announcement follows shortly after reports that the US tightened export restrictions for Nvidia. Tariffs from Trump could push device prices worldwide higher. It’s somewhat logical to start producing in the US itself, although laptops and PCs would be exempt from import duties.
Other companies are following the same path, with Microsoft investing 80 billion dollars in AI infrastructure, half of which is within the US.