Nvidia to Manufacture AI Chips and Supercomputers Entirely in the U.S.
Nvidia will manufacture its next generation of AI chips and supercomputers entirely in the U.S. for the first time. Key points include:
- Increased demand for AI infrastructure drives this move.
- Crypto miners can leverage their existing facilities for AI and high-performance computing (HPC).
- Miners possess power-dense infrastructure suitable for data center operations.
- Recent U.S. tariffs may raise costs for miners on ASIC equipment and components.
- Nvidia has secured over a million square feet in Arizona and Texas for production, with work already underway at TSMC’s facility in Phoenix.
- Supercomputer factories are being developed in Texas with Foxconn and Wistron, expecting full production in 12 to 15 months.
- This shift marks Nvidia's transition from overseas manufacturing, collaborating with Amkor and SPIL for packaging and testing.
- Nvidia anticipates supporting up to $500 billion in AI infrastructure within four years.