Nvidia Says It Will Build Up to $500 Billion of AI Gear in US

A Nvidia Blackwell GPU chip.

Photographer: Akio Kon/Bloomberg
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Nvidia Corp., the dominant player in chips for artificial intelligence models, plans to produce as much as half a trillion dollars’ worth of AI infrastructure in the US over the next four years through manufacturing partnerships.

Production of Nvidia’s latest generation AI chip, known as Blackwell, has begun at Taiwan Semiconductor Manufacturing Co.’s new plant in Phoenix, the company said in a statement Monday. Nvidia is also building supercomputer manufacturing plants in Texas with Foxconn and Wistron Corp., and partnering with Amkor Technology Inc. and Siliconware Precision Industries Co. for packaging and testing operations in Arizona.