NVIDIA shifts AI supercomputer production to America in historic $500 billion move

Just days after NVIDIA CEO Jensen Huang attended a high-profile dinner at Mar-a-Lago hosted by former President Donald Trump, a dramatic shift in U.S. trade policy appears to have set the stage for a major development.

Huang, who reportedly paid $1 million to attend the exclusive event, had been facing looming export restrictions on NVIDIA’s AI powerhouse H20 chip.

But in a surprising turn, the Trump administration paused the planned controls following the gathering, suggesting a recalibration of its trade approach.

Now, NVIDIA is moving swiftly to reshape its manufacturing future — on American soil.

AI supercomputers to be built in the US for the first time

On Monday, NVIDIA announced that it will begin producing AI supercomputers entirely in the United States for the first time, working with major global partners to establish a massive domestic manufacturing presence.

The company has commissioned over a million square feet of factory space, and plans to produce up to $500 billion worth of AI infrastructure in the U.S. over the next four years.

NVIDIA Blackwell chips, the next-generation processors behind the company’s AI computing power, have already started production at Taiwan Semiconductor Manufacturing Company (TSMC) facilities in Phoenix, Arizona.

In addition to chip production, the company is building supercomputer factories in Texas, teaming up with Foxconn in Houston and Wistron in Dallas. NVIDIA expects both sites to reach mass production within 12 to 15 months.

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of NVIDIA.

“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.”

Deepening partnerships to expand U.S. supply chain

To bolster the complexity of the AI hardware supply chain, NVIDIA will partner with Amkor and Siliconware Precision Industries (SPIL) for packaging and testing services in Arizona.

These processes are essential to prepare chips for deployment in data centers and AI supercomputers.

“Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas,” the company said in its official announcement.

These collaborations with industry leaders TSMC, Foxconn, Wistron, Amkor, and SPIL mark a strategic investment in domestic production capabilities that NVIDIA says will create hundreds of thousands of jobs.

Big bets on AI factories and digital twins

The company isn’t just relying on traditional manufacturing methods. NVIDIA plans to use its own AI, robotics, and digital twin technologies to design and operate its factories.

Using platforms like NVIDIA Omniverse and NVIDIA Isaac GR00T, the company will simulate and automate complex production processes inside its new U.S.-based facilities.

“NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories that are the infrastructure powering a new AI industry,” the company said.

By shifting a significant portion of its supply chain to the U.S., NVIDIA positions itself not only to weather global trade tensions but also to drive a new era of AI innovation from American soil.