NVIDIA (Nasdaq: NVDA) announced on Monday that it will begin manufacturing its AI supercomputers entirely in the United States for the first time, marking a major milestone in reshoring advanced technology production. The company stated:
NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.
As part of the plan, more than 1 million square feet of factory space will be developed across Arizona and Texas. Production of NVIDIA’s next-generation Blackwell chips is now underway at Taiwan Semiconductor Manufacturing Company (TSMC) facilities in Phoenix, while supercomputers are being assembled at new plants with Foxconn in Houston and Wistron in Dallas.
The strategy is aimed at deepening ties with global suppliers while enhancing the resiliency of critical supply chains. Jensen Huang, NVIDIA’s founder and CEO, stated: “The engines of the world’s AI infrastructure are being built in the United States for the first time. 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.”
In addition to chip production, packaging and testing will be handled by Amkor Technology and Siliconware Precision Industries (SPIL), also located in Arizona. Full-scale output is expected to ramp up within the next 12 to 15 months. NVIDIA expects this domestic push to deliver significant economic impact, stating:
Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States.
To operate these factories, NVIDIA will incorporate its own technologies, such as the NVIDIA Omniverse platform to create digital twins of its facilities, and the NVIDIA Isaac GR00T system to deploy AI-powered robots for automation. These large-scale “gigawatt AI factories” are being designed to process artificial intelligence workloads at massive scale, forming the core infrastructure for the expanding AI sector. The initiative is expected to create hundreds of thousands of jobs and bolster long-term U.S. economic security in the global tech race.
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