Nvidia Expands U.S. Operations to Meet Surging AI Demand
Nvidia has announced plans to manufacture its next-generation AI chips and supercomputers entirely in the United States for the first time. The company will build Blackwell chips in Arizona and AI supercomputers in Texas, reflecting rising demand for AI infrastructure and a broader push to localize advanced tech manufacturing.
This move could benefit crypto miners who are looking to repurpose their facilities for AI and high-performance computing (HPC). Many crypto miners already have access to large-scale power and cooling systems needed for data center operations, making them potential players in the growing AI economy. Their existing infrastructure and logistical experience in running industrial-scale operations give them a foothold as demand for AI computation surges.
Nvidia has secured over a million square feet of space across Arizona and Texas to build and test Blackwell chips and AI systems. Production has already begun at TSMC’s facility in Phoenix. In Texas, supercomputer factories are being built with Foxconn in Houston and Wistron in Dallas, with full production expected within 12 to 15 months.
The company expects these efforts to support up to $500 billion worth of AI infrastructure in the next four years. Nvidia CEO Jensen Huang emphasized the significance of this shift, stating that it’s “the first time the engines of the world’s AI infrastructure are being built in the United States.”
However, recent tariffs imposed by U.S. President Donald Trump are causing anxiety among miners, as the policy changes are expected to raise costs on ASIC miners, electrical components, networking hardware, and more.
Nvidia’s U.S. expansion includes facilities with multiple partners, including Foxconn, TSMC, and Wistron in Arizona and Texas. The company will also work with Amkor and SPIL to handle packaging and testing in Arizona.
