Core Viewpoint - Nvidia is collaborating with manufacturing partners to design and build its first AI supercomputer production facility in the United States, aiming to establish a $500 billion AI infrastructure over the next four years [1][2] Group 1: Manufacturing and Infrastructure - Nvidia plans to construct a comprehensive AI infrastructure in the U.S. with a projected value of $500 billion through partnerships with TSMC, Foxconn, Wistron, Amkor, and SPIL [1] - The company is currently producing Blackwell chips at TSMC's facility in Phoenix, Arizona, and is working with Foxconn and Wistron to build supercomputer manufacturing plants in Houston and Dallas, expected to achieve mass production within 12-15 months [1] - Amkor and SPIL are collaborating with Nvidia for packaging and testing operations in Arizona [1] Group 2: Supply Chain and Technology - Nvidia's CEO emphasized that increasing U.S. manufacturing will help meet the growing demand for AI chips and supercomputers, enhancing supply chain resilience [2] - The company will leverage advanced AI, robotics, and digital twin technologies to design and operate these facilities, including using Nvidia Omniverse for digital twin modeling and Nvidia Isaac GR00T for manufacturing automation [2]
英伟达(NVDA.US)联手多家合作伙伴 推动美国AI制造本土化布局