In a monumental step that could reshape the future of AI and semiconductor manufacturing, US chip giant NVIDIA has unveiled plans to build its first-ever AI supercomputers in the United States. As part of a $500 billion pledge to strengthen AI infrastructure over the next four years, NVIDIA will manufacture Blackwell chips in Arizona and supercomputers in Texas, partnering with TSMC, Foxconn, and Wistron.
This bold move comes at a time when the U.S. is aggressively working to reduce its reliance on foreign manufacturing—especially in Taiwan and China—amid rising geopolitical tensions. With over one million square feet dedicated to this initiative, production is set to scale up in the next 12–15 months.
NVIDIA CEO Jensen Huang emphasized that domestic manufacturing will help the company meet soaring demand for AI chips, while boosting supply chain resilience. Advanced technologies like digital twins through NVIDIA Omniverse and AI-driven robotics using Isaac GR00T will power these facilities.
This development coincides with the U.S. government’s effort to attract major foreign investments in chipmaking, including TSMC’s $100 billion Arizona plant. Interestingly, while the administration imposed new tariffs on Chinese and Taiwanese goods, exemptions were granted for critical electronic components like chips.