Nvidia said he is planning to build AI servers worth 500 billion in the US. In the next four years with the help of partners such as TSMC, the last US technology firm to support the impulse of the Trump administration for local manufacturing.
Monday’s announcement includes the production of its Blackwell IA chips in the TSMC factory in Phoenix and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to increase in 12 to 15 months.
The measure aligns the AI chips giant, most whose processors are made in Taiwan, with a group of technology companies that have pledged to bring back to the US. UU. In the midst of threats of steep rates of President Trump.
“It is unlikely that Nvidia has transferred any production to the United States if it were not for the pressure of the Trump administration,” said Da Davidson’s analyst Gil Luria.
“The half -billion number is probably a hyperbole, in the same way that Apple made half a billion promises.”
Apple, which meets its iPhones in China, promised half a billion dollars in the investments of the United States in the next four years, including a factory in Texas for artificial intelligence servers.
The announcement of Nvidia occurs only a few hours after the exempt electronics of the USA, such as smartphones and files of its reciprocal tariffs in China, but said it would announce the rate rate in the chips imported during the next week.
Exemptions indicate a growing awareness within the Trump administration of pain that tariffs could inflict consumers tired of inflation, as well as the booming industry that depends on the tools related to Chinese chips and Taiwan.
“Adding US manufacturing helps us better meet the incredible and growing demand for AI and supercomputer chips, strengthens our supply chain and increases our resistance,” said the CEO of Nvidia, Jensen Huang on Monday.
The manufacture of AI chips and supercomputer in the United States will create hundreds of thousands of jobs in the coming decades, Nvidia said.
Huang if Nvidia saw little short -term impact of the highest rates in the United States, but the United States would occur in the long term, without giving a timeline in March.
The company said Monday that TSMC began the production of its latest generation of chips in its Arizona factory.
]