英伟达宣布将在美国本土制造首个AI超级计算机，此举标志着在美国面临地缘政治和贸易紧张局势加剧的背景下，重要的回流举措。该项目将采用英伟达的Blackwell AI芯片，预计在未来四年内与台积电、富士康、纬创、安靠和日月光合作，在美国建设价值高达5000亿美元的AI基础设施。英伟达此举紧随苹果和高通等科技巨头的步伐，加速在美国的制造。美国商务部长表示，美国将很快对半导体产品征收新关税，标志着关键技术供应将摆脱对东南亚的依赖。

🏭 英伟达计划在美国本土制造首个AI超级计算机，此举是其在美国建立AI基础设施的重要一步。

💻 该项目将采用英伟达的Blackwell AI芯片，预计将成为美国本土生产的最强大的AI芯片。

🤝 英伟达将与台积电、富士康、纬创、安靠和日月光等公司合作，共同建设价值高达5000亿美元的AI基础设施。

🏭 Blackwell芯片的生产已在台积电亚利桑那州工厂启动，英伟达还将在休斯顿和达拉斯与富士康和纬创共同开发超级计算机生产工厂。

🇺🇸 美国商务部长表示，美国将很快对半导体产品征收新关税，以减少对东南亚关键技术供应的依赖。

(Image source: TMTPost AGI Editor Lin Zhijia)

AsianFin -- AI chip giant Nvidia announced late Sunday that it will manufacture its first AI supercomputer entirely in the United States, marking a major reshoring move amid growing geopolitical and trade tensions.

The project will feature Nvidia’s Blackwell AI chip, which it says will become the most powerful AI chip ever produced domestically.

Over the next four years, Nvidia will collaborate with TSMC, Foxconn, Wistron, Amkor, and SPIL to build up to $500 billion worth of AI infrastructure across the U.S., the company said.

Blackwell chip production has already begun at TSMC’s Arizona facility. Nvidia will also break ground on its first U.S. factories, co-developing supercomputer production plants with Foxconn in Houston and Wistron in Dallas, targeting mass production within 12 to 15 months. Packaging and testing will be handled by Amkor and SPIL, also in Arizona.

For the first time, the engine of global AI infrastructure is being built in the U.S., said CEO Jensen Huang, emphasizing improved supply chain resilience and the ability to meet surging AI demand.

Nvidia joins other tech leaders like Apple and Qualcomm in accelerating U.S. manufacturing amid renewed tariff threats from President Trump. Apple has pledged $500 billion in U.S. investments, including AI chip production via TSMC and a new AI server factory in Texas.

TSMC, which is investing over $100 billion in the U.S., plans to build five fabs in Arizona, with $65 billion already committed. Trump previously warned TSMC it would face 100% tariffs if it didn’t manufacture in the U.S.

Commerce Secretary Howard Lutnick said the U.S. will soon impose new semiconductor-specific tariffs, signaling a shift away from reliance on Southeast Asia for critical tech supply.

TSMC will report Q1 earnings on Thursday, with analysts forecasting a $10.74 billion net profit.

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