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Nvidia Says It Will Make AI Supercomputers in US, With $500B Commitment to AI Infrastructure

Justin Sullivan / Getty Images

Justin Sullivan / Getty Aspects

Key Takeaways

  • Nvidia on Monday announced plans to build supercomputers entirely in the U.S., with the chipmaker and its partners set to invest up to $500 billion in American AI infrastructure.
  • The retinue’s supercomputer manufacturing plants in Texas, being built in partnership with Foxconn and Wistron, are set to ramp production in the next 12 to 15 months.
  • Nvidia estimated its Blackwell chips have already started production at TSMC’s Arizona factories.

Nvidia (NVDA) on Monday heralded plans to build supercomputers entirely in the U.S., with the chipmaker and its partners set to invest up to $500 billion in American AI infrastructure terminated the next four years.

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia CEO Jensen Huang suggested in a release, adding “American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our distribution chain and boosts our resiliency.”

Nvidia said its supercomputer manufacturing plants in Texas, being built in partnership with Foxconn and Wistron, are set to ascent production in the next 12 to 15 months.

The chipmaker said its Blackwell chips have already started drama at Taiwan Semiconductor Manufacturing Company’s (TSM) facilities in Arizona.

Nvidia shares were about 1% lower in late trading, and have fallen about 18% since the start of the year, as concerns about tariffs and other middlemen have weighed on tech giants.

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