Nvidia to manufacture AI supercomputer chips entirely in US for first time, citing demand and national security

Nvidia on Monday unveiled plans to manufacture its most superior synthetic intelligence supercomputer chips entirely inside the United States for the first time, marking a brand new milestone for the tech large amid intensifying international commerce tensions.
According to AFP, the California-based chipmaker will start producing its top-tier GPUs, referred to as Blackwell, at TSMC services in Arizona. Simultaneously, new supercomputer vegetation are being developed in Texas by way of strategic partnerships with manufacturing giants Foxconn and Wistron. Full-scale manufacturing is predicted to ramp up over the following 12 to 15 months.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” mentioned Nvidia CEO Jensen Huang in a weblog publish. “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
The transfer alerts a broader shift in Nvidia’s manufacturing technique. The firm goals to manufacture up to half a trillion {dollars}’ value of AI infrastructure domestically by the top of the last decade by way of collaborations with TSMC, Foxconn, Wistron, Amkor, and SPIL.
The initiative additionally acquired reward from the Biden administration. “Onshoring these industries is good for the American worker, good for the American economy, and good for American national security,” the White House mentioned in a press release quoted by AFP.
This improvement comes because the United States tightens its restrictions on exporting high-end AI chips to China, citing national security dangers. Keeping manufacturing onshore may give Washington better oversight and management over cutting-edge know-how used in defence, communications, and client electronics.
At the identical time, semiconductors have develop into a focus in the continued commerce tensions between the US and China. Speaking aboard Air Force One on Sunday, President Donald Trump reaffirmed plans to implement new tariffs on chips.
“Tariffs on semiconductors… will be in place in the not distant future,” Trump mentioned, as quoted by AFP. “We want to make our chips and semiconductors and other things in our country.”
He added that particular tariff charges could be introduced “over the next week,” whereas Commerce Secretary Howard Lutnick indicated they may take impact “in a month or two.”