NVIDIA at the moment stated it’s working with manufacturing companions to design and construct factories that can produce NVIDIA AI supercomputers — i.e., “AI factories” — fully in the US.
Along with manufacturing companions, the corporate has commissioned greater than 1,000,000 sq. toes of producing house to construct and check NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas. NVIDIA stated that inside 4 years, it plans to supply as much as half a trillion {dollars} value of AI infrastructure within the U.S. by 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 stated.
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 at the moment’s announcement is said 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 line with 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 information facilities, in response to one of many sources.”
“The AI chip and supercomputer provide chain is advanced and calls for probably the most superior manufacturing, packaging, meeting and check applied sciences,” the corporate stated. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
NVIDIA stated its AI supercomputers are a kind 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 lots of of 1000’s 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 in-built the US for the primary time,” stated Jensen Huang, founder and CEO of NVIDIA. “Including American manufacturing helps us higher meet the unimaginable 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 services, together with NVIDIA Omniverse, to create digital twins of factories and NVIDIA Isaac GR00T to construct robots to automate manufacturing.
