Nvidia has pledged to invest $500 billion in building AI servers in the US over four years through partnerships with companies like TSMC, Foxconn, and Wistron. The company plans to produce its Blackwell AI chips at TSMC's Phoenix factory and supercomputer manufacturing plants in Texas, with production expected to start within 12-15 months.
This move is part of the Trump administration's push for local manufacturing, which includes expediting permitting for companies investing in the US. Nvidia's CEO Jensen Huang attributes the company's decision to avoid tariffs by manufacturing chips and electronics in the US. The partnership with TSMC is a key factor in this move, as it allows Nvidia to produce its latest chip generation at a factory in Phoenix, Arizona.
The investment in AI infrastructure is expected to have a significant impact on the US economy, creating new opportunities for growth and development. With companies like Nvidia leading the charge, the future of AI manufacturing looks promising in the United States.