NVIDIA right this moment mentioned it’s working with manufacturing companions to design and construct factories that may produce NVIDIA AI supercomputers — i.e., “AI factories” — completely in the US.
Along with manufacturing companions, the corporate has commissioned greater than one million sq. ft of producing area to construct and take a look at NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas. NVIDIA mentioned that inside 4 years, it plans to supply as much as half a trillion {dollars} value of AI infrastructure within the U.S. via partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These firms “are deepening their partnership with NVIDIA, rising their companies whereas increasing their international footprint and hardening provide chain resilience,” NVIDIA mentioned.
NVIDIA Blackwell chips have began manufacturing at TSMC’s chip vegetation in Phoenix. NVIDIA is constructing supercomputer manufacturing vegetation in Texas, with Foxconn in Houston and with Wistron in Dallas. Manufacturing at each vegetation is predicted to ramp up within the subsequent 12-15 months, in response to the corporate.
It”s not identified if right this moment’s announcement is expounded to a report last week from National Public Radio that the Trump Administration had reversed a call to curb exports of NVIDIA’s H20 GPUs to China. The H20, introduced in 2023, are a much less highly effective verson of the corporate’s H100 AI processors and was designed for the China market whereas remaining in compliance with U.S. export guidelines in place two years in the past.
In response to the NPR story, “The change in fact from the White Home got here after NVIDIA promised the Trump administration new U.S. investments in AI knowledge facilities, in response to one of many sources.”
“The AI chip and supercomputer provide chain is complicated and calls for essentially the most superior manufacturing, packaging, meeting and take a look at applied sciences,” the corporate mentioned. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
NVIDIA mentioned its AI supercomputers are a sort of knowledge heart created for processing synthetic intelligence — AI factories. Tens of “gigawatt AI factories” are anticipated to be constructed within the coming years. Manufacturing NVIDIA AI chips and supercomputers for American AI factories is predicted to create a whole bunch of hundreds of jobs and drive trillions of {dollars} in financial safety over the approaching many years, in response to the corporate.
“The engines of the world’s AI infrastructure are being inbuilt the US for the primary time,” mentioned Jensen Huang, founder and CEO of NVIDIA. “Including American manufacturing helps us higher meet the unbelievable and rising demand for AI chips and supercomputers, strengthens our provide chain and boosts our resiliency.”
The corporate will make the most of its superior AI, robotics and digital twin applied sciences to design and function the amenities, together with NVIDIA Omniverse, to create digital twins of factories and NVIDIA Isaac GR00T to construct robots to automate manufacturing.
