Nvidia reveals plans to manufacture some AI chips in the U.S.

Nvidia is planning to produce AI supercomputer chips entirely in the U.S. for the first time.

The semiconductor maker said in a Monday blog post that it had commissioned more than 1 million square feet of manufacturing space to build and test its Blackwell chips in Phoenix, Arizona, and is building supercomputer plants in Houston and Dallas. Nvidia said it would take at least a year to reach mass production scale at both plants.

At the same time, Nvidia said its Blackwell chips have already started production at Phoenix chip plants run by Taiwan Semiconductor Manufacturing Company, a major semiconductor foundry.

The announcement comes after the company signaled plans last month to invest hundreds of billions of dollars into AI infrastructure in the U.S. over the next four years, part of a broader stateside development push among semiconductor giants including Foxconn and TSMC.

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” Nvidia CEO Jensen Huang said in a statement. “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.”

The White House hailed the announcement as “the Trump Effect in action,” saying in a statement Monday that “President Donald J. Trump has made U.S.-based chips manufacturing a priority as part of his relentless pursuit of an American manufacturing renaissance, and it’s paying off.”

Trump indicated over the weekend that new tariffs on imported chips are coming soon. However, he has also called to repeal the bipartisan CHIPS Act, a law signed in 2022 by then-President Joe Biden in that authorized $280 billion in new funding for the domestic semiconductor industry. Congressional Republicans haven’t shown much interest in scrapping the measure.

Huang reportedly attended a $1 million-per-person dinner at Mar-a-Lago, Trump’s Florida resort, earlier this month. Nvidia promised the Trump administration a fresh commitment of U.S. investment, NPR reported, and the White House reversed course on a plan to bar U.S. chipmakers from selling Nvidia’s popular H20 AI chips to China.