NVIDIA announced it is advancing the U.S. manufacturing infrastructure for its artificial intelligence supercomputers, partnering with fellow electronics and information and communications systems manufacturers to set up its supply chain across several states.
In a Monday blog post, NVIDIA confirmed that it is working in tandem with five other companies that provide input ingredients, testing services and more for semiconductors: TMSC, Foxconn, Wistron, Amkor and SPIL.
Together, the six companies have commissioned over a million square feet of manufacturing space to build and test NVIDIA’s AI-focused Blackwell computing chips in Arizona, as well as space to build out supercomputers designed to run AI algorithms in Texas.
NVIDIA’s projected four-year timeline aims to produce up to half of a trillion dollars of AI infrastructure domestically in the U.S. to solidify the chip supply chain and create “hundreds of thousands of jobs.”
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Jensen Huang, the founder and CEO of NVIDIA, said in the company’s blog post. “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 plans to leverage digital twin simulations to design and manage the operation of manufacturing facilities, while robotics will help to automate the manufacturing processes.
Four of the partnering companies are based in Taiwan. Amkor is the only U.S.-based company — excluding NVIDIA itself — and is headquartered in Arizona.
Upon learning the news, President Donald Trump was quick to label it “the Trump Effect in action.” A statement issued by the White House on Monday referenced the Trump administration’s support of efforts to incentivize more domestic technological manufacturing, namely OpenAI’s Stargate project and TMSC’s earlier investment of $100 billion in its Arizona-based semiconductor site.
“Onshoring these industries is good for the American worker, good for the American economy, and good for American national security — and the best is yet to come,” the White House said.
NVIDIA’s announcement comes amid continued uncertainty surrounding Trump’s tariff regime and how it will impact critical supply chains, particularly the higher costs on electronic components that are crucial to modern technology systems.
