Nvidia will build AI supercomputers for US Energy Department, announces total bookings of $500 billion

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NVIDIA has announced it will start building AI supercomputers entirely in the U.S. for the first time. They are partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL.

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Trump praises Nvidia’s pledge to build AI supercomputers in the U.S. Investing.com -- On Tuesday, President Trump took to Truth Social to express his enthusiasm about Nvidia (NASDAQ:NVDA)’s commitment to invest $500 billion in the construction of AI supercomputers in the United States. Trump highlighted the significance of this investment, stating, "This is very big and exciting news." He assured that all necessary permits for Nvidia would be expedited, reflecting his administration’s support for companies that contribute to what he calls the "Golden Age of America." Nvidia announced on Monday its ambitious plan to build AI servers in the U.S., totaling as much as $500 billion over the next four years. This initiative includes collaboration with partners such as Taiwan Semiconductor Manufacturing Company (TSMC) and is a part of the Trump administration’s efforts to encourage local manufacturing by American tech firms. The project will see the production of Nvidia’s Blackwell AI chips at TSMC’s facility in Phoenix, Arizona. Additionally, supercomputer manufacturing plants in Texas operated by Foxconn (SS:601138) and Wistron are expected to commence operations within 12 to 15 months. This strategic move will shift a significant portion of Nvidia’s production, which is predominantly based in Taiwan, back to the U.S. Nvidia’s decision comes shortly after the U.S. government excluded electronics, including smartphones and chips, from reciprocal tariffs imposed on China. However, the administration has indicated it will announce the tariff rate on imported chips within the next week. The tariff exemptions reflect a growing recognition of the potential impact on consumers already dealing with inflation and the thriving AI industry that depends on chip-related imports from China and Taiwan. Jensen Huang, Nvidia’s CEO, commented on Monday about the benefits of adding American manufacturing to their operations. "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," he said. Nvidia anticipates that this move will generate hundreds of thousands of jobs in the coming decades. President Trump attributed Nvidia’s decision to the election and the implementation of tariffs. During a White House briefing, he said, "The reason they did it is because of the election on November 5, and because of the thing called tariffs." Huang had previously indicated in March that while Nvidia saw minimal short-term effects from increased U.S. tariffs, the company would shift production stateside in the long term. Nvidia confirmed that TSMC has already begun producing its latest generation of chips at the Arizona factory.

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NVIDIA, for the first time, will manufacture American-made AI supercomputers in the US  | Digital Infra Network NVIDIA to manufacture AI chips and supercomputers in the U.S., partnering with Foxconn, TSMC, and others to boost supply chain resilience and meet AI demand.

Jensen Huang announces NVIDIA will manufacture complete #AIsupercomputers in U.S. facilities - transforming America from #AIsoftware leader to hardware powerhouse. The complete AI stack, built at home.

Read more- digitalinfranetwork.com/news/nvidia-...

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Nvidia to build AI supercomputers entirely in U.S. for the first time Investing.com -- Nvidia (NASDAQ:NVDA) said on Monday it is working with partners to design and build factories that will manufacture AI supercomputers entirely in the U.S. for the first time. In an official statement, the tech giant said it has secured more than one million square feet of manufacturing space to produce and test its Blackwell AI chips in Arizona and build supercomputers in Texas. Production of Blackwell chips has begun at TSMC’s facilities in Phoenix, while supercomputer plants are being developed with Foxconn (SS:601138) in Houston and Wistron in Dallas. Mass production at both Texas sites is expected to begin within 12 to 15 months. To support packaging and testing operations, Nvidia is partnering with Amkor (NASDAQ:AMKR) and SPIL in Arizona. The AI chip and supercomputing supply chain, the company said, requires the most advanced manufacturing, packaging, and testing technologies. "Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL," the company said. "These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience." Nvidia described its AI supercomputers as the backbone of a new generation of data centers dedicated to artificial intelligence—“AI factories” that will underpin a rapidly growing industry. Tens of gigawatt-scale AI factories are expected in the coming years. Domestic production of these systems is projected to generate hundreds of thousands of jobs and contribute trillions of dollars to long-term economic security. “The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of Nvidia. “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 also plans to deploy its own AI technologies to help design and operate these facilities, using digital twin software via NVIDIA Omniverse and robotics through NVIDIA Isaac GR00T.

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