Nvidia to build $500B AI infrastructure in the U.S., begins domestic production of Blackwell chips

Nvidia is betting big on American soil. The chipmaker said Monday it plans to invest up to $500 billion in building AI infrastructure across the U.S. over the next four years, working closely with longtime partners like Taiwan Semiconductor Manufacturing Company (TSMC). It’s the latest sign that tech giants are starting to realign their manufacturing footprints to stay ahead of possible tariffs and shifting political winds.

The plan includes producing Nvidia’s new Blackwell AI chips at TSMC’s facility in Phoenix, Arizona, and setting up supercomputer manufacturing plants in Texas through Foxconn and Wistron. Both facilities are expected to scale up production within the next year or so.

This shift puts Nvidia in line with other major tech players looking to localize manufacturing. Apple, for example, is reportedly planning to spend $500 billion in the U.S., including a new factory in Texas focused on AI server production, Reuters reported.

In February, Apple said it would invest $500 billion to expand manufacturing, strengthen chip and server production, double down on its U.S. presence, and hire 20,000 people.

“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,” said Nvidia CEO Jensen Huang.

The company says the expansion will lead to hundreds of thousands of new jobs over the coming decades, offering a longer-term boost to U.S. tech manufacturing.

Back in March, Huang said higher tariffs didn’t pose much short-term concern for Nvidia. Still, he hinted the company would eventually shift more production stateside. Now, that shift is happening.

TSMC has already kicked off production of Nvidia’s latest chips at its Arizona plant, the company confirmed Monday. Reuters had reported last year that TSMC and Nvidia were in talks to manufacture the Blackwell line in the U.S.

TSMC, which remains the world’s top chip manufacturer by volume, is doubling down on its American expansion, with plans to pour $100 billion into building five new factories across the country.