On April 8, US-based GPU-godfather announced plans to build its AI Nvidia supercomputers entirely in the US for the first time, investing in facilities in Texas and Arizona, according to Fox Business.
The announced Nvidia US manufacturing power will begin to produce its new-generation Blackwell chips and AI supercomputers in the US, with the Nvidia chip investment having already purchased one million square feet of space in both locations where it will partner with Foxconn in Houston and Wistron in Dallas.
Both locations plan to begin mass production within 12 to 15 months.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Nvidia CEO Jensen Huang in a blog post.
https://twitter.com/nvidianewsroom/status/1911767097262104817
The decision comes as Nvidia chip production is weighed down by hurdles the tech industry faces, as it braces for a wave of US tariffs targeting Chinese and Taiwanese imports.
It’s worth noting that while President Trump temporarily exempted computers, smartphones, and high-performance chips from those levies, his administration has signaled that further tariffs may still come.
Commerce Secretary Howard Lutnick confirmed that new duties on semiconductors, smartphones, and laptops are still under consideration.
Nvidia New AI Supercomputer on US Soil
In response to policy and trade volatility, the chip manufacturing giant plans to heavily invest in domestic production to develop $500 billion in AI hardware for its US-based Nvidia supercomputers over four years.
The news on Monday followed Apple’s comparable vow to invest $500 billion in the US, in a new facility and AI growth.
The White House labeled Nvidia project digits AI supercomputer announcement as “the Trump Effect in action,” attributing its trade policies for driving American manufacturing growth.
With these changes, Nvidia supercomputers are not just diversifying away from foreign supply chains but also hedging against potential delays and costs from geopolitical tensions. Most of Nvidia’s chips are now made in Taiwan, a key focus of US China trade disputes.
Nvidia stock ticked up slightly 0.3% on Monday, it’s still off about 9% over the past month, suggesting investor jitters about the broader tech sector and looming trade measures.
While the battle to own AI is getting intense, Nvidia’s new AI supercomputer move is an indication of a bigger industry trend, taking it home isn’t a patriotic imperative, it may soon become an imperative of survival.
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