Nvidia commits $500 billion to AI infrastructure buildout in US, will bring supercomputer production to Texas

3 weeks ago 22

Nvidia (NVDA) connected Monday said that it volition nutrient up to $500 cardinal of AI infrastructure successful the US wrong the adjacent 4 years arsenic the tech manufacture looks to bolster its home manufacturing footprint successful the look of Trump's attack to commercialized argumentation and tendency to onshore much US dense industry.

As portion of this $500 cardinal commitment, Nvidia said it is gathering 2 caller supercomputer manufacturing plants successful Texas successful concern with declaration manufacturers Foxconn (2354.TW) and Wistron (3231.TW).

Nvidia expects to wide nutrient supercomputers astatine those sites successful 12 to 15 months. The chipmaker said its latest Blackwell AI chips are already successful accumulation astatine TSMC's (TSM) works successful Phoenix, Arizona.

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Nvidia declined to reply questions astir which of its products volition beryllium built astatine the supercomputer factories successful Texas.

The chipmaker's announcement follows commitments from Big Tech firms to bring manufacturing to the US arsenic the Trump medication pursues assertive tariffs that could person monolithic outgo implications for planetary tech proviso chains.

Since Trump took office, Apple (AAPL) has committed to investing $500 cardinal successful the US implicit the adjacent 4 years, portion declaration spot shaper TSMC has committed to spending $100 cardinal implicit a akin clip frame.

Microsoft (MSFT) said it would walk $80 cardinal successful 2025 with fractional of this concern focused connected the US, portion Meta (META) has said the institution volition walk up to $65 cardinal successful 2025 with a chunk of that currency going toward gathering a monolithic information halfway successful Louisiana astir the size of Manhattan.

Nvidia CEO Jensen Huang said successful the company’s announcement Monday, “The engines of the world’s AI infrastructure are being built successful the United States for the archetypal time.”

The enforcement had hinted that Nvidia would summation its US manufacturing capableness successful adjacent aboriginal during the company's yearly GTC league arsenic it looks to debar tariffs.

"We're preparing and we person been preparing to manufacture onshore," Huang told analysts successful a telephone during the company's yearly league connected March 19.

Trump said connected Sunday that helium plans to denote a tariff connected semiconductor imports “and galore different things” this week. His commentary came soon aft the medication implicit the play issued reciprocal tariff exemptions for cardinal exertion imports specified arsenic GPUs and AI servers.