Nvidia eyes $500B in homegrown servers by 2029
Briefly

Nvidia is set to manufacture up to half a trillion dollars in American-made AI supercomputer equipment in collaboration with Taiwan Semiconductor Manufacturing Co (TSMC) over the next four years. The company intends to kick off production of its Blackwell chip accelerators and systems in the U.S. within the next 12-15 months. This move not only aims to cater to a growing demand for AI chips but is also a response to the ongoing challenges posed by tariffs on foreign imports. Nvidia is reinforcing its domestic manufacturing capabilities with over a million square feet of new production space in Arizona and Texas.
Nvidia aims to produce up to $500 billion worth of American-made AI supercomputers in collaboration with TSMC, marking a significant shift in tech manufacturing.
CEO Jensen Huang emphasized that this initiative strengthens supply chains while addressing the growing demand for AI chips domestically.
The construction of over a million square feet of manufacturing space in Arizona and Texas signifies Nvidia's commitment to boosting local production.
The new factories, referred to as 'AI factories', are intended to solidify America's role in the global AI infrastructure.
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