Nvidia has made a significant announcement that could change the landscape of technology manufacturing in the United States. The company revealed plans to design and build factories that will produce AI supercomputers entirely on American soil. This initiative marks a major shift as Nvidia has traditionally outsourced its chip production.
The announcement came on a Monday, with Nvidia stating that it aims to partner with several companies to manufacture its Blackwell chips in Arizona and AI supercomputers in Texas. This move is seen as a boost for U.S. manufacturing, aligning with President Donald Trump’s ongoing efforts to encourage tech companies to produce goods domestically.
Nvidia, known for its powerful graphics processing units (GPUs), is a key player in the AI sector, providing essential technology for applications like ChatGPT. The company plans to invest up to $500 billion in AI infrastructure in the U.S. over the next four years, collaborating with major firms like TSMC, Foxconn, and Samsung.
Trump has been vocal about moving tech production back to the U.S. since he began his second term. Recently, he hosted C.C. Wei, chairman of TSMC, at the White House, where they announced a $100 billion investment in American chip manufacturing. Trump emphasized the importance of this investment for both business and national security.
Nvidia’s CEO, Jensen Huang, expressed excitement about the announcement, stating that the world’s AI infrastructure is being built in the U.S. for the first time. He noted that production of the Blackwell chips has already started at TSMC’s facility in Arizona, which began operations in late 2024. Huang added that American manufacturing will help meet the growing demand for AI technology and enhance the company’s supply chain resilience.
The stock market reacted positively to the news, with Nvidia shares rising nearly 3% in pre-market trading. This development signals a potential new era for tech manufacturing in the U.S., as Nvidia leads the charge in reshaping how and where technology is produced.