Nvidia To Manufacture American-Made AI Supercomputers As Blackwell Production Begins In Arizona

Artificial intelligence giant Nvidia Corp. (NVDA) announced on Monday that it will manufacture American-made AI supercomputers as it began producing its latest Blackwell chips in Arizona.

The company also revealed it plans to build out $500 billion worth of AI infrastructure in the U.S. over the next four years, in partnership with Taiwan Semiconductor Manufacturing Co. (TSMC), Foxconn, Wistron, Amkor, and SPIL.

Nvidia’s stock was up nearly 0.4% in Monday’s midday trading session.

This announcement follows Nvidia CEO Jensen Huang’s procurement outlay of $500 billion over the next four years.

Nvidia, which partners with TSMC to make its chips, announced that its latest Blackwell chips are now being manufactured at TSMC’s fabrication facility in Phoenix, Arizona.

The AI bellwether said it is teaming up with Apple supplier Foxconn and Wistron to set up manufacturing plants in Houston and Dallas, respectively. It expects to ramp up mass production at both facilities over the next 12-15 months.

Nvidia CEO Jensen Huang said that adding American manufacturing helps the company meet the incredible and growing demand for AI chips and supercomputers, strengthen the supply chain, and boost resiliency.

This comes as President Donald Trump’s administration has been trying to bring back manufacturing to the U.S., with tariffs being the latest part of its efforts.

While President Trump announced a slew of reciprocal tariffs on imports from 185 countries and territories, the administration paused them for 90 days for countries that had reached out for negotiations.

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Huang added.

China, on its part, retaliated with 125% tariffs on U.S. goods but clarified that these levies would not impact semiconductor chips made in fabrication facilities outside the U.S.

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