NVIDIA is bringing production of its Blackwell chips and AI supercomputers to American soil for the first time, commissioning over one million square feet of manufacturing space across Arizona and Texas. The company has partnered with TSMC, Foxconn, Wistron, Amkor, and SPIL to generate up to half a trillion dollars of AI infrastructure within the next four years.
Jensen Huang, NVIDIA’s founder and CEO said:
The engines of the world’s AI infrastructure are being built in the United States for the first time. 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.
Perfect Timing: Production Meets Growing Market Demands
Production of Blackwell chips has already begun at TSMC’s Phoenix facilities, coming shortly after NVIDIA’s GTC 2025 conference where Huang unveiled the company’s three-year hardware roadmap featuring Blackwell Ultra, Vera Rubin, and Feynman architectures.
Simultaneously, NVIDIA is building supercomputer plants with Foxconn in Houston and Wistron in Dallas, with mass production expected within 12-15 months.
This manufacturing expansion comes as Meta tests its first custom-designed AI training chip and OpenAI develops its own AI accelerator. Meanwhile, the massive “Stargate” venture—a $500 billion partnership between OpenAI, Oracle, and SoftBank announced in January—is constructing next-generation data centers in Texas.
Building the Backbone of Next-Gen Computing
NVIDIA’s domestic manufacturing is more than just the reshoring of production. The company is positioning itself to supply the infrastructure for what Huang calls “gigawatt AI factories”—massive computing facilities that will power the next wave of technological advancement.
For enterprise customers who’ve struggled with hardware availability, this expansion promises to cut wait times and accelerate deployment schedules.
The company will use its own tools to enhance manufacturing, deploying Omniverse for digital twin factory modeling and Isaac GROOT robots for automated production. This approach showcases the practical applications of NVIDIA’s “physical AI” vision presented at GTC 2025, where Huang highlighted robots as a solution to global labor shortages.
The manufacturing initiative complements NVIDIA’s healthcare collaboration with GE HealthCare on autonomous imaging technologies. These partnerships demonstrate how NVIDIA’s infrastructure supports mission-critical applications across multiple industries.
Computing as Critical Infrastructure: The New Industrial Strategy
For technology leaders, NVIDIA’s manufacturing move signals that AI computing infrastructure is almost becoming as fundamental as utilities.
As competition between tech giants intensifies, domestic production capabilities are emerging as a competitive advantage rather than just a supply chain consideration.
The factory space now dedicated to producing AI hardware may soon become as vital to national competitiveness as traditional manufacturing facilities, with output measured in computational power rather than physical products.
