US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, Foxconn, and Wistron in Arizona and Texas.

Major AI-economy drive – $500 billion of AI componentry and hundreds of thousands of jobs to be created over the next four years, plus trillions of dollars in ‘economic security’ over decades – claims Nvidia.

Industry 4.0 comes to a head – the move, a response to US geopolitical upheaval, is in line with the Industry 4.0 sub-plot about repatriating production, and making it smart to offset higher labour costs.

In response to current US geopolitical upheaval, Nvidia has commissioned manufacturing firms in the US to set aside over a million square feet of production space to build AI chips and supercomputers in Arizona and Texas. Taiwanese contract manufacturer TMSC has already started making the company’s Blackwell chips at a plant in Phoenix, Arizona. Foxconn and Wistron, also from Taiwan, will build its supercomputer products in the US, in Houston and Dallas, for the first time, with mass production slated to “ramp up” in 12-15 months, it said.

Nvidia appoints Taiwanese trio to make AI infrastructure in US for first time