NVIDIA to Build AI Chips and Supercomputers in the U.S.

NVIDIA will begin producing some of its AI processors and supercomputers in the United States, a move that was likely influenced by the recent tariff turbulence. The business revealed that it is developing and testing its Blackwell chips in Arizona and intends to produce its AI supercomputers in Texas, most likely the DGX Spark and DGX Station, which were just revealed.

According to NVIDIA, TSMC is already producing Blackwell chips in Phoenix, Arizona, and the two companies are working together on testing and packaging. Foxconn in Houston and Wistron in Dallas will manufacture the company’s supercomputers in Texas. “Mass production at both plants is expected to ramp up in the next 12-15 months,” according to NVIDIA.

The specific version of NVIDIA’s Blackwell chips that TSMC will manufacture remains uncertain, but the chip manufacturer is preparing to support a diverse range of production for American tech firms, including Apple and Qualcomm. TSMC has secured $6.6 billion in funding through the CHIPS Act from the Biden administration and has pledged an additional $100 billion to enhance its operations in the United States as of March.

NVIDIA has been a primary beneficiary of the current surge in AI technology, yet it faced significant risks from the recent tariffs imposed by President Donald Trump. As of April 11, some of these tariffs on computers and chips have been temporarily “paused,” providing financial relief to companies like NVIDIA. However, relocating some manufacturing to the US offers a more sustainable solution to navigate the ongoing trade tensions.