Nvidia is planning to manufacture AI supercomputer chips entirely in the U.S. for the first time by commissioning manufacturing space in Phoenix, Arizona, and building plants in Houston and Dallas. The company said it would take at least a year to reach mass production scale at these plants, while production of their Blackwell chips has already started at a Taiwan Semiconductor Manufacturing Company facility in Phoenix.
Nvidia’s move follows a broader push among semiconductor giants to invest in AI infrastructure in the U.S. over the next four years. CEO Jensen Huang stated that building American manufacturing capacity will help meet the growing demand for AI chips and supercomputers, strengthen the supply chain, and boost resiliency. This announcement comes at a time of uncertainty in Washington regarding the U.S. semiconductor supply chain, with President Donald Trump calling to repeal the bipartisan CHIPS Act but facing opposition from Congressional Republicans.
Huang recently attended a high-priced dinner at Trump’s Mar-a-Lago resort, where Nvidia reportedly made a commitment to U.S. investment. As a result, the White House reversed a plan to restrict U.S. chipmakers from selling Nvidia’s AI chips to China. Overall, Nvidia’s decision to manufacture AI chips in the U.S. represents a significant step towards increasing domestic manufacturing and ensuring a stable semiconductor supply chain in the country.
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