NVIDIA has just announced it will be making AI supercomputers in the US, with the new American-made supercomputers to feature NVIDIA Blackwell AI GPUs.
The company announced the news on its official website, saying it has commissioned more than a million squire feet of manufacturing space to both build and test NVIDIA Blackwell AI GPUs in Arizona, and AI supercomputers in Texas. NVIDIA Blackwell AI chips have started production at TSMC's semiconductor facilities in Phoenix, Arizona.
Jensen Huang, founder and CEO of NVIDIA, said: "The engines of the world's AI infrastructure are being built in the United States for the first time. 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".
NVIDIA says that it is building supercomputer manufacturing plants in Texas, with Foxconn in Houston, and with Wistron in Dallas, noting that mass production at both plants is "expected to ramp in the next 12-15 months". The AI chip and supercomputer supply chain is complex, demanding the most advanced manufacturing, packaging, assembly, and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
The company says that over the next 4 years, it plans to spend up to half a trillion dollars -- $500 billion -- of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor, and SPIL. These world-leading companies are "deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience" says NVIDIA.
NVIDIA explains: "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. Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades".
NVIDIA also says that it will be using its advanced AI, robotics, and digital twin technologies to design and operate the facilities, including NVIDIA Omniverse to create digital twins of factories and NVIDIA Isaac GROOT to build robots to automate manufacturing.