Jakarta, INTI – NVIDIA has officially announced a strategic move to shift part of its artificial intelligence (AI) and supercomputer chip production to the United States. The tech giant has prepared facilities totaling over one million square feet in Arizona and Texas to manufacture, package, and test its latest generation of chips, including the Blackwell series.
This marks a significant shift in NVIDIA’s manufacturing strategy, which has previously relied heavily on overseas production. In a statement quoted by TechCrunch, NVIDIA CEO Jensen Huang emphasized that the United States is now becoming the central hub for global AI infrastructure development.
"The engines of the world’s AI infrastructure are now being built in the United States for the first time. Expanding manufacturing capacity in the U.S. helps us meet the surging demand for AI chips and supercomputers, strengthen our supply chain, and enhance our resilience," said Huang.
Strategic Collaboration Across Two States
In Phoenix, Arizona, the production of Blackwell chips has begun through a partnership with Taiwan-based semiconductor company TSMC. Packaging and testing are being carried out in collaboration with Amkor and SPIL.
Meanwhile in Texas, NVIDIA is constructing facilities to manufacture AI supercomputers such as the DGX Spark and DGX Station. This project involves partnerships with Foxconn in Houston and Wistron in Dallas. Mass production at these sites is expected to ramp up within the next 12 to 15 months.
Over the next four years, NVIDIA aims to contribute to building $500 billion worth of AI infrastructure within the United States.
Geopolitical Impact and Long-Term Strategy
This decision comes amid rising geopolitical tensions and global trade uncertainties. NVIDIA previously faced the risk of export restrictions on its H20 chip—its most advanced AI variant still allowed in the Chinese market. However, thanks to Jensen Huang’s strong commitment to domestic investment, the chip avoided such restrictions.
The move is also seen as a direct response to the tariff policies enacted during the Trump administration, which disrupted global chip supply chains. Although some tariffs have been suspended since April, relocating production to the U.S. is considered a safer and more sustainable long-term solution.
Government Support and the Future of the Chip Industry
TSMC’s expansion in the U.S. has been bolstered by support from the CHIPS Act, under which the company received $6.6 billion in funding and committed to investing up to $100 billion to expand chip manufacturing capacity in the country. This highlights the strong commitment from both government and private sectors to secure strategic tech supply chains domestically.
With this move, NVIDIA not only strengthens its position as a global leader in AI technology development but also reinforces the resilience of the U.S. chip industry amid evolving global challenges.
Conclusion
NVIDIA’s decision to shift a significant portion of its AI chip production to the United States is more than just a reaction to tariff risks and geopolitical uncertainty—it’s a well-thought-out strategy to secure the future of the tech industry. By building large-scale domestic manufacturing infrastructure, NVIDIA is not only fortifying its business position but also playing a major role in shaping a more robust, self-reliant, and sustainable AI and semiconductor ecosystem in the U.S.
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