Nvidia is planning to fully manufacture the next-generation AI chips and supercomputers for the first time, the company said in a statement Monday.
The move reflects the growing demand for AI infrastructure and the broader driving force for localizing Advanced Tech Manufacturing. This could also be useful for crypto miners reusing facilities for AI and high performance computing (HPC).
Many of these operators have already access to the large scale power and cooling systems needed to operate their data centers, making them potential players in the growing AI economy.
Cryptominers, once specifically focused on hash power, are increasingly searching for ways to fit the AI and HPC supply chains. It provides existing access to power-dense infrastructure when performing industrial-scale operations and scaffolding as a demand for a surge in AI calculations.
However, recent tariffs by US President Donald Trump have caused unease among miners as policy changes are expected to raise costs for ASIC miners, electrical components, networking hardware and more.
Nvidia has built and tested Blackwell Chips and AI Systems, with more than a million square feet of space in Arizona and Texas. Production has already begun at the TSMC facility in Phoenix.
In Texas, supercomputer factories are being built at Foxconn in Houston and Wistron in Dallas, with full production expected within 12-15 months.
This shows a shift in Nvidia, which previously relied on overseas facilities. The company will also work with Amkor and Spil to handle packaging and testing in Arizona.
Nvidia expects these efforts to support up to $50 trillion in AI infrastructure over the next four years. CEO Jensen Huang called the shift “when the world’s AI infrastructure engine was first built in the US.”
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