NVIDIA Shifts AI Chip and Supercomputer Production to the US Amid Trade Uncertainties

NVIDIA announces plans to manufacture its AI chips and supercomputers in the US, partnering with TSMC in Arizona and Foxconn in Texas, to navigate the complexities of global trade tariffs.

In a savvy twist to dodge the messy world of international trade tariffs, NVIDIA’s pulling some of its AI chip and supercomputer manufacturing back to the good ol’ USA. Think of it like opting for the scenic route when the highway’s jam-packed—smart, strategic, and a tad nostalgic. The tech giant’s rolling out its Blackwell chips in Arizona (because why not catch some rays while you’re at it?) and setting up shop in Texas for its AI supercomputers, including the DGX Spark and DGX Station. Because everything’s bigger in Texas, right?

Teaming up with TSMC in Phoenix for the chips and roping in Amkor and SPIL for the nitty-gritty of testing and packaging, NVIDIA’s not just building products—it’s building a fortress of a supply chain. Over in the Lone Star State, Foxconn in Houston and Wistron in Dallas are gearing up to churn out NVIDIA’s supercomputers like there’s no tomorrow, with full steam ahead in the next year or so. This isn’t just about avoiding tariffs; it’s a masterclass in playing the long game, aligning perfectly with the CHIPS Act’s vision (and yes, TSMC’s getting a nice little boost from it too).

As NVIDIA rides the AI wave to new heights, this homecoming of sorts is more than a strategic pivot—it’s a bold statement. By planting its flag stateside, NVIDIA’s not just sidestepping trade wars; it’s pitching in on the bigger picture: tech independence and, let’s not forget, creating jobs where it counts. Sometimes, the best move is to circle back to where it all began. Welcome home, NVIDIA.