Nvidia plans to produce up to $500 billion of AI infrastructure in the US over the next four years. This initiative involves partnerships with manufacturing giants like TSMC, Foxconn and Wistron. TSMC has already commenced production of Nvidia's Blackwell AI chips at its Arizona factory. Foxconn and Wistron are expected to establish supercomputer manufacturing plants in Texas within the next 12 to 15 months.
This move signifies a major shift in Nvidia's manufacturing strategy, aiming to build AI servers and related infrastructure entirely within the United States. The company intends to use platforms like Omniverse to simulate factory operations and Isaac GR00T to develop automated robotics systems, enhancing production efficiency. Nvidia's CEO, Jensen Huang, highlighted that US manufacturing will help meet the rising demand for AI and strengthen supply chains.
This investment aligns with broader industry trends of onshoring technology manufacturing, driven by supportive government policies and the need for resilient supply chains. The company expects its manufacturing of AI chips and supercomputers to “create hundreds of thousands of jobs and drive trillions of dollars in economic security” over the next few decades.