Nvidia says it will build up to $500 billion of AI gear in U.S.
NVIDIA Corp. The dominant player in artificial intelligence models, to produce up to half a trillion dollars of Amnesty International Infrastructure in the United States over the next four years through manufacturing partnerships.
The company said in a statement on Monday that the production of the latest generation of artificial intelligence in NVIDIA, known as Blackweell, began in the new factory of Taiwan Semiconductioning Co. In Phoenix. NVIDIA also builds super computers in Texas with Foxconn and Wistron Corp. , And the partnership with Amkor Technology Inc. And SiliconWare Precision Industries Co. For packaging and testing in Arizona.
“The addition of American manufacturing helps us to meet the demand better and increasingly on artificial intelligence chips and super computers, and enhances our supply chain and enhances our flexibility,” Santa Clara CEO, Santa Clara CEO, said in the statement.
The number of $ 500 billion indicates the common value of all goods that NVIDIA expects to sell in the AI supply chain. In a large part, the number reflects the commitment of the largest cloud computing companies to create and upgrade databases with the latest equipment.
This group, which includes Microsoft Corp. is expected to spend. And Amazon.com Inc. And Meta Platforms Inc. , 371 billion dollars this year on AI facilities and computing resources, by 44 % for last year, according to a report published by Bloomberg Intelligence last month.
Read more: It is expected that the technology giants are expected to enhance Amnesty International spending after Deepseek
NVIDIA also said that the effort will be the first time that super artificial computers have been produced in the United States, a development described by president Donald Trump on Monday.
While appearing in the White House, Trump said that Nafidia made the decision due to the customs tariff. He said: “It is one of the biggest ads that you will hear ever – because NVIDIA, as you know, controls almost the entire sector.”
Like other US investment pledges by large American technology companies, NVIDIA expenditures include already ongoing plans. Fiona Cinnokota, the city index analyst, Fiona Cinnokota, said it was a victory for the president’s work schedule.
“This is what Trump aims to,” Cinkota said on Bloomberg TV. “He is moving in manufacturing to the United States, which Trump has pledged.”
The shares of NVIDIA were initially following the announcement, before compensation for the gains. The stock decreased by 17 % this year until the end of last week, which is part of the market march that has been particularly struck by technology shares.
Each Nvidia Blackwell chip costs tens of thousands of dollars, with semiconductor servers for millions. Even at those sharp prices, AI devices worth $ 500 billion represent a huge amount of goods-which are likely to be hundreds of thousands of directed servers.
Nafidia said in the statement that “huge production” in Foxconn and Wistron factories is expected to increase in the next 12 to 15 months.
Electronic players worldwide, including chips, are suffering from transforming the new tariff policies from the Trump administration. During the weekend, Trump pledged that he would continue to apply definitions to phones, computers and popular consumer electronics, which reduced the occupation of the exemption issued on Friday as a procedural step in a total batch to reshape American trade.
For more information: “science fiction” behind a $ 1.6 trillion pledged procession
Companies from Apple Inc. To Eli Lilly & Co. On plans to spend billions of dollars to enhance its presence in American manufacturing since Trump’s election. Many plans were already in business before the elections, or closely tracking the previous spending trends.
This story was originally shown on Fortune.com
2025-04-14 17:58:00
