Nvidia Plans AI Chip Production in Arizona, Texas

Nvidia has announced plans to manufacture its Blackwell AI chips and supercomputers in the United States for the first time, securing over one million square feet of manufacturing space in Arizona and Texas. This move is aimed at strengthening Nvidia's supply chain and meeting the growing demand for AI infrastructure amid geopolitical tensions and recent tariff changes. The company has already begun production of its Blackwell GPUs at TSMC's facility in Phoenix, with packaging and testing being handled in collaboration with Amkor Technology and SPIL. Additionally, Nvidia is partnering with Foxconn and Wistron for supercomputer production in Texas, expected to ramp up in the next 12 to 15 months. CEO Jensen Huang emphasized that this initiative will bolster U.S. manufacturing capabilities and create jobs while contributing significantly to the domestic AI economy. The announcement comes at a time when U.S. electronics face potential new tariffs under the current administration's revised trade policies.