President Trump's 'America First' agenda - more specifically, the revival of domestic critical supply chains to reinforce hemispheric defense - scored a massive win this morning as Nvidia announced plans to design and build AI supercomputer factories in the United States for the first time.
Nvidia outlined new initiatives aimed at strengthening America's chip manufacturing sector:
Nvidia is localizing AI chip and supercomputer manufacturing in the U.S. for the first time, partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL. Over 1 million square feet of manufacturing space has been commissioned for Blackwell chips and AI supercomputers in Arizona and Texas.
Mass production of these chips is expected within 12–15 months. Total AI infrastructure by Nvidia could total $500 billion over the next four years.