Nvidia plans to manufacture AI chips in the US for the first time

Core Points - Nvidia will produce its artificial intelligence supercomputers in the United States for the first time, marking a significant shift in its manufacturing strategy [3][5] - The company has secured over one million square feet of manufacturing space in Arizona and Texas, with plans to invest up to $500 billion in AI infrastructure over the next four years [4][10] - Nvidia's AI supercomputers are intended to serve as the engines for new AI factories, which are specialized data centers designed for AI processing [8] Manufacturing and Economic Impact - The production of Blackwell chips has commenced at Taiwan Semiconductor Manufacturing Company facilities in Phoenix, Arizona, with additional supercomputer manufacturing plants being established in Texas [7][9] - Nvidia's U.S. manufacturing initiative is expected to create hundreds of thousands of jobs and contribute trillions of dollars to economic security in the coming decades [8] - Mass production at the new plants is anticipated to ramp up within the next 12-15 months [9] Government and Industry Context - The announcement aligns with the Trump administration's focus on boosting U.S.-based semiconductor manufacturing, which is seen as a priority for economic growth [5][9] - The White House has referred to Nvidia's move as "the Trump Effect in action," highlighting the administration's efforts to secure significant investments in the tech sector [9]