Nvidia shifts AI supercomputer production to the US for the first time

What just happened? Nvidia has announced plans to move the production of its AI supercomputers entirely to the United States, a strategy that reflects a broader industry shift in response to trade policies favoring domestic manufacturing. The initiative, which includes partnerships with major manufacturers, will see Nvidia's Blackwell chips and AI supercomputers produced and tested at facilities in Arizona and Texas.

The project spans more than a million square feet of manufacturing space, with operations already underway. Nvidia's Blackwell chips are being produced at TSMC facilities in Phoenix, Arizona, while supercomputer assembly plants are under development in Texas (Foxconn is leading efforts in Houston, and Wistron is establishing operations in Dallas). Nvidia expects mass production at these sites to begin within 12 to 15 months.

To address the complexities of producing AI chips and supercomputers that require advanced manufacturing, packaging, assembly, and testing technologies, the company has partnered ...