Nvidia (NASDAQ:NVDA) announced plans today to invest up to $500 billion in developing artificial intelligence (AI) infrastructure within the United States over the next four years.
This major commitment involves partnerships with key manufacturers, including Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Foxconn, and Wistron, aligning the AI giant with a broader push to bolster domestic technology production.
As a central part of the initiative, Nvidia confirmed that production of its latest-generation Blackwell AI chips has already commenced at TSMC's facility in Phoenix, Arizona.
Furthermore, the company is establishing dedicated AI supercomputer manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas.
These facilities, spanning over a million square feet combined with the Arizona operations, are expected to reach mass production within the next 12 to 15 months.
Additional partnerships with Amkor and SPIL in Arizona will handle advanced packaging and testing operations.
This move marks a significant step towards creating an end-to-end AI supercomputer manufacturing process within the US.
Nvidia CEO Jensen Huang stated, "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 investment mirrors similar large-scale commitments from other tech leaders aimed at increasing US-based manufacturing and R&D, spurred partly by the current administration's focus on domestic production and potential tariffs on imports.
Apple (NASDAQ:AAPL) recently pledged a comparable $500 billion investment over four years, including plans for a new AI server manufacturing facility in Houston, Texas.
TSMC itself has committed a total of $165 billion to its US operations, primarily focused on its expanding Arizona site which will include multiple fabrication plants and an R&D centre.