NVIDIA has announced that it will begin manufacturing AI chips and supercomputers entirely within the United States. In an expansion of its supply chain strategy, the company announced plans to produce up to $500 billion worth of AI infrastructure domestically over the next four years.
Key Points:
- NVIDIA partners with TSMC, Foxconn, Wistron, Amkor, and SPIL
- Blackwell chip production underway in Arizona
- AI supercomputers to be assembled in Texas
- Projected $500B investment over four years
Production has already started on NVIDIA’s latest Blackwell chips at TSMC’s new facilities in Phoenix, Arizona. Meanwhile, supercomputer manufacturing plants are under construction in Texas—one with Foxconn in Houston, and another with Wistron in Dallas. Full-scale production is expected to ramp up in the next 12 to 15 months. Packaging and testing operations will also take place in Arizona, through partnerships with Amkor and SPIL.
“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. “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 initiative marks a significant shift in NVIDIA’s global manufacturing footprint, as it seeks to localize the production of “AI factories”—massive data centers built specifically to power artificial intelligence workloads. These facilities are expected to play a foundational role in the emerging AI economy, driving long-term job growth and economic resilience. According to NVIDIA, the move could create hundreds of thousands of jobs and anchor trillions in economic value over the coming decades.
NVIDIA also plans to use its own technologies—such as the Omniverse platform to design digital twins of the new factories, and Isaac GR00T robots to automate assembly—to power and streamline its U.S. operations. It’s a fitting flex for a company now building the backbone of AI inside the country’s borders.
As AI hardware becomes increasingly strategic to national interests, this pivot to domestic production reflects both business pragmatism and the changing geopolitical landscape for critical technology infrastructure.