NVIDIA officially takes AI manufacturing to U.S. soil. The tech giant confirmed it will produce Blackwell chips and next-gen supercomputers in Arizona and Texas. This move arrives as trade tensions and tariffs reshape global tech production.
NVIDIA has partnered with TSMC, the world’s largest chip foundry, for Blackwell chip manufacturing in Phoenix, Arizona. Assembly and packaging will take place with Amkor and SPIL, two key industry players. The decision ensures NVIDIA secures a domestic supply chain for its AI dominance.
Meanwhile in Texas, NVIDIA’s AI supercomputers — including the DGX Spark and DGX Station — will be manufactured in Houston and Dallas. Taiwanese tech giants Foxconn and Wistron will oversee production at both locations.
A sharp pivot toward long-term supply chain resilience
“Mass production at both U.S. plants will scale in 12 to 15 months,” NVIDIA confirmed in a press release. This effort highlights a sharp pivot toward long-term supply chain resilience amid tariff unpredictability.
Industry analysts trace the move directly to the ongoing U.S.-China trade war. Tariffs recently threatened to disrupt the AI hardware supply chain. Although President Trump’s administration paused some computer and chip tariffs on April 11, NVIDIA clearly prefers permanent solutions over temporary relief.
TSMC, which also manufactures chips for Apple and Qualcomm, received $6.6 billion under the CHIPS Act. The company pledged another $100 billion to expand U.S. operations. This funding secures the infrastructure needed for high-volume, high-performance chip manufacturing.
It remains unclear which Blackwell versions TSMC will build. However, its facility in Arizona will support a broad range of chip fabrication, tailored for AI workloads.
Nvidia is preparing to build a quantum computing laboratory. The company's move has had a great impact in the technology sector.
NVIDIA dominates the AI boom, selling high-demand chips to companies building large language models, autonomous vehicles, and data centers. Keeping production close helps NVIDIA mitigate global risks and enhance delivery speed.
Experts see this as a strategic power play. “This is about leadership, not just logistics,” said analyst Roberta Lim. “NVIDIA wants to control its future.”
This U.S.-based production plan shows how deeply trade policy now intersects with innovation. NVIDIA, once reliant on overseas fabs, now commits to American soil for its most critical products.
