Nvidia is on a course to build AI supercomputers entirely in the U.S. for the first time.
The company announced on Tuesday that it has already acquired a million square feet of manufacturing space in Phoenix, Arizona for TSMC to develop new Blackwell chips.
If you’re unfamiliar with Blackwell, that’s Nvidia’s latest GPU architecture, which you’ll find in the latest RTX 50-series.
Why is Nvidia making this move? Well, the company didn’t really need to say it, but the timing is conspicuous as it coincides with chaotic import tariffs that are unsettling the U.S. economy.
And I do mean chaotic. President Trump recently threatened new tariffs on smartphones just days after exempting them.
So, what does Nvidia's commitment mean for consumers? That's another question entirely.
Nvidia is moving to the U.S. So what?
What does Nvidia moving to the U.S. mean for you? Well, we don’t actually know.
Nvidia Blackwell chips are already in production in Phoenix, and the company is building two supercomputer plants in Texas, with help from Foxconn (Houston) and Wistron (Dallas). Nvidia intends on increasing production in the next 12 to 15 months, with plans to invest up to $500 billion in AI infrastructure overall through its partners, TSMC, Foxconn, Wistron, Amkor, and SPIL.
Founder and CEO of Nvidia Jensen Huang stated, “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
On an economic level, Nvidia claims that this move will “create hundreds of thousands of jobs in the coming decades and drive trillions of dollars in economic security.”
It’s hard to speculate at this stage, but I hope that this brings down the cost and increases the availability of future GPUs — and maybe this’ll improve how AI functions on future Blackwell chips.
At the very least, Nvidia is confident in its ability to hit its 12-15-month timeline using — you guessed it — AI.
According to Nvidia, the company will use its own “AI, robotics, and digital twin technologies to design and operate the facilities.”
Specifically, Nvidia says it's utilizing Nvidia Omniverse, an AI platform that simulates industrial and robotic use cases, for its twin factories.
Meanwhile, Nvidia says it will use GROOT, a platform built on Omniverse for developing general-purpose robots to actually do the manufacturing at its plant.
I’m no expert, but if Nvidia's new factory is fully automated, it might not create as many jobs as it's suggested.
According to the World Economic Forum's 2025 Future of Jobs Report, AI is expected to create 11 million jobs while simultaneously displacing 9 million others. Meanwhile, robotics features a net decline of 5 million jobs.
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