In a strategic move likely influenced by the recent tariff uncertainties, NVIDIA has decided to shift some of its AI chip and supercomputer production to the United States. The company revealed its plans to manufacture and test its Blackwell chips in Arizona, while also intending to produce its AI supercomputers, such as the DGX Spark and DGX Station, in Texas.
According to NVIDIA, TSMC is already in the process of manufacturing Blackwell chips in Phoenix, Arizona, with Amkor and SPIL handling testing and packaging. In Texas, Foxconn in Houston and Wistron in Dallas will be responsible for producing the company’s supercomputers. NVIDIA has indicated that mass production at these facilities is slated to increase over the next 12 to 15 months.
While the specifics of which version of NVIDIA’s Blackwell chips TSMC will produce remain unclear, the chip manufacturer is gearing up to accommodate a broad range of manufacturing needs for various US tech companies, including Apple and Qualcomm. TSMC recently secured $6.6 billion in funding from the CHIPS Act during the Biden administration and has committed to investing an additional $100 billion to expand its operations in the US.
NVIDIA has been a primary beneficiary of the current AI surge and was at risk of significant impact from the recent tariff announcements by former President Donald Trump. Fortunately, as of April 11, some of these tariffs have been put on hold for computers and chips, providing relief to companies like NVIDIA. Nevertheless, relocating some manufacturing operations to the US represents a more permanent solution to navigate the ongoing trade tensions.
This article was initially published on Engadget at .
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