Computer components maker Nvidia is preparing to produce artificial intelligence supercomputers entirely in the U.S., commissioning more than 1 million square feet of manufacturing space in Arizona and Texas.
“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,” Nvidia announced Monday. “These world-leading companies are deepening their partnership with Nvidia, growing their businesses while expanding their global footprint and hardening supply chain resilience.”
Nvidia is building its “American-made AI supercomputers” at new manufacturing sites in Texas. The company said mass production at plants in Houston, with Foxconn, and in Dallas, with Wistron, are set to accelerate in the next 12 to 15 months.
Manufacturing space for building and testing Nvidia Blackwell chips will be in Arizona, where it will partner with Amkor and Silicon Precision Industries Co. Ltd. The production of Nvidia Blackwell chips is already underway at Taiwan Semiconductor Manufacturing Co.’s chip plants in Phoenix.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia founder 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.”
President Trump shared Nvidia’s announcement Monday on his Truth Social platform, and the White House is branding the manufacturing plan as the result of Mr. Trump’s economic agenda.
“TRUMP EFFECT: Nvidia just announced it will produce Nvidia AI supercomputers entirely in the U.S. for the first time — and produce $500 billion of AI infrastructure in the U.S. over the next four years,” the White House said from its @RapidResponse47 account on X.
Nvidia said its efforts will help create a jobs boom but hinted that automation will arrive at its plants too.
“Manufacturing Nvidia AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the company said on its blog.
Nvidia also said it “will utilize its advanced AI, robotics and digital twin technologies to design and operate the facilities.”
Top tech minds are increasingly identifying automation as critical to any national reindustrialization agenda.
Trae Stephens, co-founder of defense tech company Anduril, said Monday the long-term economic competitiveness of American manufacturing depends on it being cheaper and faster and the only way to accomplish that is through automation.
“Patriotism demands we go all-in on robots and Ai in manufacturing,” Mr. Stephens wrote on Pirate Wires. “More than any treaty or tariff, automation is what will keep us ahead of the world’s foremost authoritarian menace. Fighting automation isn’t just bad economics — it’s a surefire way to ensure America loses the battle for the 21st century.”
Without automation, Mr. Stephens said he feared China would surpass America as the global superpower.
Anduril said in January it would build a hyperscale manufacturing facility in Columbus, Ohio, with plans to overhaul the way autonomous systems and weapons are built.
The need for automation in factories is evident in the success of electric vehicle manufacturer Tesla, which uses “Gigafactories” that are 95 percent automated with hundreds of robots doing difficult work.
“Innovation has always created more jobs than it’s destroyed,” Mr. Stephens wrote. “And these new positions are skilled enough to sustain a middle class income, but accessible enough that displaced workers can be reskilled to fill them.”
