Nvidia Plans $500B AI Manufacturing Expansion in U.S.

NVIDIA has announced it will manufacture its AI supercomputers entirely in the U.S., marking a significant shift in its operations and committing to invest $500 billion in AI infrastructure over the next four years. The company will secure over a million square feet for production in Arizona and Texas, collaborating with partners such as TSMC, Foxconn, and Wistron. This move aligns with a broader trend among tech giants to localize manufacturing in response to changing political and economic conditions, including tariff exemptions. NVIDIA's CEO Jensen Huang emphasized that this will enhance supply chain resilience and cater to the growing demand for AI technology. The announcement has also positively impacted NVIDIA's stock price, with analysts maintaining a strong buy consensus. Overall, the expansion is expected to generate hundreds of thousands of new jobs in the U.S. tech sector.