Nvidia plans to spend as much as $500 billion over the next four years building what it calls AI supercomputers entirely in the United States.
The Silicon Valley giant that produces computer chips powering much of today’s artificial intelligence boom said Monday it commissioned more than a million square feet of manufacturing space to produce and test its products in factories operated by suppliers in Arizona and Texas.
The company said it is already making its Blackwell chips at a plant in Phoenix run by Taiwan Semiconductor Manufacturing Co. and is building plants in Texas, with Foxconn in Houston and Wistron in Dallas. Nvidia said it expects mass production at both plants to ramp up in the next 12 to 15 months.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia CEO Jensen Huang said in a statement. “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.”
The announcement follows comments Huang made last month that the newest chips designed by his company and Nvidia-powered servers for data centers could now be produced at U.S. factories. While most of Nvidia’s processors are made in Taiwan, the news aligns the U.S. semiconductor giant with a handful of tech firms that have pledged to bring manufacturing to the United States amid threats of steep tariffs from President Donald Trump.
Apple, which assembles most of its iPhones in China, promised in February to invest half a trillion dollars in the U.S. over the next four years, including a factory in Texas for producing artificial intelligence servers and plans to hire 20,000 workers.
Late last week, Trump exempted chips, as well as smartphones, computers and other tech devices and components, from the tariffs. However, administration officials said over the weekend that chips and electronics would be covered under a new sector tariff that will be announced in the coming weeks.
At a Silicon Valley tech conference last month, Huang said he wasn’t expecting a significant hit on the company’s outlook from tariffs and that Nvidia would bring more manufacturing onshore over time.
Manufacturing AI chips and supercomputers in the U.S. will create “hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the company said.