NVIDIA has announced a shift in its global manufacturing strategy, launching its first-ever fully U.S.-based production of AI chips and supercomputers.

The company’s advanced Blackwell chips have entered production at TSMC’s Phoenix facility in Arizona, while two new supercomputer plants are being built in Texas, one with Foxconn in Houston and another with Wistron in Dallas. These sites, expected to reach mass production within the next 12 to 15 months, mark a key milestone in NVIDIA’s growing ambition to localize high-performance AI infrastructure manufacturing.

This initiative is part of a sweeping $500 billion investment in American-made AI infrastructure over the next four years.

NVIDIA is partnering with global tech manufacturers such as TSMC, Foxconn, Amkor, Wistron, and SPIL to build more than one million square feet of combined production, packaging, and testing capacity. The company will use its own AI platforms, including digital twin simulations with NVIDIA Omniverse and autonomous robotics powered by Isaac GR00T, to streamline operations and automate the manufacturing process.

This marks a pivotal development in both U.S. semiconductor independence and the global AI race, particularly as trade tensions and new tariffs force a rethinking of traditional supply chains.

Why It Matters: NVIDIA’s move to domesticate production of its most advanced AI technology signals a major shift in global tech dynamics. By anchoring chip and supercomputer production in the U.S., the company not only strengthens national economic resilience but also lays the groundwork for a domestic AI ecosystem capable of competing at scale with global tech powerhouses.

• First-Ever U.S. AI Supercomputer Production: For the first time, NVIDIA will build AI supercomputers entirely in the U.S., starting with chip production in Arizona and supercomputer assembly in Texas.

• Massive Financial Commitment: Through partnerships with TSMC, Foxconn, Wistron, Amkor, and SPIL, NVIDIA aims to generate up to $500 billion in AI infrastructure within the United States over four years, a scale unmatched in the sector.

• Tariff Pressures Accelerate Onshoring: The decision comes in the wake of the Trump administration’s sweeping tariffs on tech imports. While chips and other key components were ultimately exempted, the broader trade climate pushed NVIDIA toward greater manufacturing autonomy.

• AI-Driven Factory Design and Automation: NVIDIA will deploy its own technologies to plan and operate the facilities. Omniverse will generate digital twins of the manufacturing lines, while Isaac GR00T-powered robots will handle specialized tasks, creating highly automated “AI factories.”

• Jobs and Economic Impact: The investment is expected to generate hundreds of thousands of jobs and fuel the emergence of gigawatt-scale AI data centers. These facilities will be critical to meeting skyrocketing demand for AI processing in sectors ranging from healthcare to defense to enterprise tech.

Go Deeper -> NVIDIA to Manufacture American-Made AI Supercomputers in US for First Time – Nvidia

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