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Nvidia announced on Monday that it plans to invest up to $500 billion to build AI infrastructure in the United States over the next four years, according to the company’s statement. This investment will include the establishment of two new supercomputer manufacturing plants in Texas in partnership with contract manufacturers Foxconn and Wistron, with mass production expected to begin in approximately 12 to 15 months.
Nvidia's commitment reflects a growing trend among major tech companies to bolster domestic manufacturing in response to shifting trade policies, particularly during the Trump administration which has aimed to enhance US competitiveness. Nvidia CEO Jensen Huang emphasized the significance of this initiative, stating, “The engines of the world’s AI infrastructure are being built in the United States for the first time.”
The announcement comes amidst broader commitments from other tech giants, including Apple and TSMC, to invest significantly in US manufacturing, driven in part by anticipated tariff adjustments on semiconductor imports. As companies prepare to adjust to these policies, Nvidia is positioning itself at the forefront of the domestic AI market.