TAIPEI (Taiwan News)—Nvidia on Monday announced plans to team up with Taiwanese firms to invest NT$16.22 trillion (US$500 billion) in AI infrastructure in the US over the next four years.
Nvidia announced that production of its Blackwell AI chips at TSMC's facilities in Phoenix has already begun, per Reuters. The company also said it will produce AI supercomputers for the first time entirely in the US.
Nvidia said it is building factories to manufacture the supercomputers in Texas, partnering with Foxconn in Houston and Wistron in Dallas. Both sites are projected to begin mass production within the next 12 to 15 months.
The firm said that building the supply chain for AI chips and supercomputers in the US will be a complex process, requiring cutting-edge manufacturing, packaging, assembly, and testing technologies. For packaging and testing operations in Arizona, Nvidia said it will be partnering with US-based Amkor and Taiwan's SPIL.
Over the next four years, Nvidia said it will build “up to half a trillion dollars” worth of AI infrastructure in the US by collaborating 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,” said the firm.
Nvidia said that the AI supercomputers will power data centers designed to process artificial intelligence. It said tens of “gigawatt AI factories” will be built in the coming years.
The company projected that production of Nvidia AI chips and supercomputers in US-based AI factories would create hundreds of thousands of jobs and generate trillions of dollars in economic activity over the next several decades.
In the press release, Jensen Huang (黃仁勳), co-founder and CEO of Nvidia, said, “The engines of the world’s AI infrastructure are being built in the United States for the first time.” Huang said the addition of US manufacturing, “helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
D.A. Davidson analyst Gil Luria told Reuters, “It is unlikely Nvidia would have moved any production to the US if it was not for pressure from the Trump administration.” Luria added, "The half a trillion number is likely hyperbole, in the same way Apple made a half a trillion promise."
In February, Apple announced it would invest US$500 billion in the US over the next four years. This encompasses constructing a new factory in Texas to manufacture AI data servers, hiring 20,000 additional R&D employees, and producing various shows and movies for Apple TV.
