Nvidia is making a significant shift in its AI supercomputer chip production by manufacturing them entirely in the United States for the first time. The semiconductor giant announced in a blog post that it has commissioned over 1 million square feet of manufacturing space in Phoenix to build and test its Blackwell chips. Additionally, the company is developing supercomputer plants in Houston and Dallas, although it will take at least a year to achieve mass production scale at these facilities.
While Nvidia’s Blackwell chips have already begun production at Taiwan Semiconductor Manufacturing Co. (TSMC) facilities in Phoenix, the company’s move marks a substantial investment in US-based manufacturing. This decision is part of Nvidia’s broader commitment to investing hundreds of billions of dollars in AI infrastructure in the United States over the next four years, a strategy aligned with other major semiconductor companies like Foxconn and TSMC.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia CEO Jensen Huang stated. “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 White House welcomed Nvidia’s announcement, attributing it to the “Trump Effect,” highlighting former President Donald Trump’s efforts to prioritize US-based chip manufacturing as part of his push for an American manufacturing renaissance. Interestingly, Trump has indicated plans to introduce new tariffs on imported chips soon, despite calling for the repeal of the bipartisan CHIPS Act, a law signed by President Joe Biden in 2022 that allocated $280 billion for the domestic semiconductor industry.
Recent interactions between Nvidia and the Trump administration have drawn attention, with reports that Jensen Huang attended a high-profile dinner at Mar-a-Lago. Following Nvidia’s commitment to increased US investment, the White House reversed its plan to bar US chipmakers from selling Nvidia’s popular H20 AI chips to China.
