NVIDIA partners with multiple collaborators to promote the localization of AI manufacturing in the United States
NVIDIA, in collaboration with several partners, is designing and building a factory to produce AI supercomputers through the entire process in the United States for the first time, with an expected investment of $500 billion over the next four years to build AI infrastructure. Partners include TSMC, Foxconn, and others, aimed at enhancing supply chain resilience. NVIDIA CEO Jensen Huang stated that increasing manufacturing in the United States will meet the growing demand for AI chips and leverage advanced technologies to design and operate these facilities
According to Zhitong Finance APP, NVIDIA (NVDA.US) is collaborating with its manufacturing partners to design and build a factory, marking its first full-process production of artificial intelligence (AI) supercomputers on U.S. soil. NVIDIA stated that over the next four years, through partnerships with TSMC (TSM.US), Foxconn, Wistron, Amkor, and SPIL, the company plans to build an AI infrastructure system in the U.S. valued at up to $500 billion. These companies are deepening their partnership with NVIDIA while expanding their global footprint and enhancing supply chain resilience.
The supply chain for AI chips and supercomputers is highly complex, requiring cutting-edge manufacturing, packaging, assembly, and testing technologies. NVIDIA announced that its Blackwell chips have entered production at TSMC's chip factory in Phoenix, Arizona. The company is collaborating with Foxconn and Wistron to build supercomputer manufacturing facilities in Texas, located in Houston and Dallas, respectively, with mass production expected to be achieved within the next 12-15 months. Additionally, the company is working with Amkor Technology and SPIL in Arizona for packaging and testing operations.
NVIDIA CEO Jensen Huang stated, "Increasing U.S. manufacturing helps us better meet the enormous and growing demand for AI chips and supercomputers, strengthens our supply chain, and enhances our resilience." It is reported that NVIDIA will leverage its advanced AI, robotics technology, and digital twin technology to design and operate these facilities, including creating digital twin models of the factories using NVIDIA Omniverse and building robots with NVIDIA Isaac GR00T for manufacturing automation
