Nvidia to Make AI Supercomputers Entirely in U.S. - TSMC in Arizona is operational. Foxconn facility in Texas expected to be operational in 12-15 months.

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Link: https://www.wsj.com/tech/nvidia-to-make-ai-supercomputers-entirely-in-u-s-b9b72bbc

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Nvidia said it would start producing AI supercomputers that will be manufactured entirely in the U.S.
The semiconductor company said in a blog post Monday morning that it is working with manufacturing partners to design and build factories for domestic supercomputer production.
Nvidia has commissioned more than 1 million square feet of manufacturing space to build and test its Blackwell chips in Arizona and AI supercomputers in Texas, it said.
The company is working with Foxconn, the world’s largest contract electronics maker, on a supercomputer plant in Houston and with Taiwan’s Wistron on a plant in Dallas. Mass production at both sites is expected to increase in the next 12 to 15 months.
Nvidia said that within the next four years, it plans to produce up to $500 billion of AI infrastructure in the U.S. The AI supercomputers are engines for a new type of data center that will solely process artificial intelligence, the company said.

Nvidia (NVDA) on Monday said it will produce up to $500 billion of AI infrastructure in the US within the next four years as the tech industry looks to bolster its domestic manufacturing footprint in the face of Trump's approach to trade policy and desire to onshore more US heavy industry.

As part of this $500 billion commitment, Nvidia said it is building two new supercomputer manufacturing plants in Texas in partnership with contract manufacturers Foxconn (2354.TW) and Wistron (3231.TW).

Nvidia expects to mass-produce supercomputers at those sites in 12 to 15 months. The chipmaker said its latest Blackwell AI chips are already in production at TSMC's (TSM) plant in Phoenix.
 
It's amusing watching leftists try to spin this as a W for Biden because of the chips act. In reality out of the 500 billion in investment, 6.6 billion came from the chip act. God I fucking hate Biden.
 
I thought making anything in the USA is completely infeasible?
Saying entirely in the US is being very generous.

Where's the silicon coming from?
Where did the euv machines come from?
Where did the pcbs come from?

Etc. fabing then chips here is a step in the right direction though.
 
It's amusing watching leftists try to spin this as a W for Biden because of the chips act. In reality out of the 500 billion in investment, 6.6 billion came from the chip act. God I fucking hate Biden.
And of the 6.6 billion, x amount has to be used on construction companies that meet the DEI quota to qualify, and other bullshit like that. It was an enormous grift bill.
 
Even if they’re Dutch machines, they will be used in factories in the US.
Some of ASML's modules are manufactured in San Diego, at least, even if final assembly is in the Netherlands. Beyond photo, TEL manufactures (and designs) dry-etch equipment in the US.

Anything that needs lenses of quality is probably stuck with Zeiss. Perkin Elmer probably could, I guess, but that side of the company merged with EG&G decades ago and you're not prying them away from supar sekret black budget stuff and operating airlines that don't exist unless it's for something like space telescope lenses and mirrors.
 
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