NVIDIA announced Monday that it will invest up to $500 billion over the next four years to build artificial intelligence (AI) infrastructure in the United States.
The move marks the first time NVIDIA’s advanced AI supercomputers and Blackwell chips will be produced entirely on American soil.
The Santa Clara, California-based company develops graphics chips and advanced computing systems for gaming, artificial intelligence, data centers, autonomous vehicles, and visual displays.
NVIDIA will work with major partners, including TSMC, Foxconn, Wistron, Amkor, and SPIL, on the US manufacturing initiative. Together, they will build and test advanced AI chips in Arizona and manufacture AI supercomputers in Texas, using more than a million square feet of new factory space.
Arizona and Texas Manufacturing Hubs
Blackwell chips are now in production at TSMC’s Phoenix, Arizona, plant, while supercomputer assembly plants are being built in Houston with Foxconn and Dallas with Wistron. Mass production at these Texas facilities is set to ramp up within 12–15 months, NVIDIA said.
Scale and Economic Impact
The investment initiative is expected to create jobs, spur economic activity, strengthen domestic supply chains, and advance American technological leadership.
In a statement, the company said, “NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories that are the infrastructure powering a new AI industry.”
“Tens of ‘gigawatt AI factories’ are expected to be built in the coming years,” it added.
The statement points to the new generation of massive, purpose-built data centers for AI processing. Each facility can consume enormous power to support AI workloads.
Michael Guckes, ConstructConnect Chief Economist, said in the 2025 construction economy forecast that “The electrification of the economy will continue to drive significant demand for power generation and infrastructure projects.”
“The growth of artificial intelligence, the increasing adoption of electric vehicles, and the growing reliance on electric appliances and devices,” Guckes said in the forecast.
[Read the forecast in The 2025 Construction Economy Yearbook]
Advanced Automation
The new factories will leverage NVIDIA’s AI, robotics, and digital twin technologies, such as NVIDIA Omniverse for factory simulation and Isaac GR00T for robotics, to optimize design, construction, and automation.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, NVIDIA’s CEO.
NVIDIA’s Grace Blackwell computer systems are now up and running. These powerful systems turn regular cloud data centers into specialized “AI factories” that can quickly analyze vast amounts of raw information and turn it into helpful answers with great precision. Image: NVIDIA
“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,” Huang added.
“The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly, and test technologies.”
The announcement comes amid a push to onshore semiconductor manufacturing, driven by US trade policies.
https://www.constructconnect.com/construction-economic-news/nvidia-plans-to-invest-500-billion-in-us-manufacturing?hs_amp=true
