NVIDIA has begun manufacturing its Blackwell AI supercomputers and chips in the US. The GPU giant and leading proponent in AI announced that it has started production at TSMC’s chip plants in Arizona.
The move is clearly in alignment with the Trump administration’s threats of imposing sweeping tariffs upon companies and its desire to bring semiconductor and chip manufacturing back into the US. To that end, NVIDIA also added that it plans on building AI supercomputers worth as much as US$500 billion (~RM2.2 trillion) stateside over the next four years, and will do so with help from TSMC, Foxconn, and Wistron.
The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.
The announcement came hours after President Trump said that he would exempt electronics and computer parts from his administration’s reciprocal tariffs, its temporary effect notwithstanding. “It is unlikely NVIDIA would have moved any production to the U.S. if it was not for pressure from the Trump administration,” D.A. Davidson analyst Gil Luria, said.
