Nvidia plans to manufacture its next generation of AI and supercomputers completely in the US for the first time, the company said in a statement on Monday.
The measure reflects a growing demand for AI infrastructure and a broader impulse to locate advanced technological manufacturing, one that could also benefit cryptographic miners that reuse their facilities for AI and high performance computing (HPC).
Many of these operators already have access to large -scale power and the cooling systems necessary for the operations of the data centers, which makes them potential players in the growing economy of AI.
Cryptographic miners, once centered singularly on Hashing’s power, are increasingly looking for ways to fit into the AI and HPC supply chain. Their existing access to dense infrastructure in energy and logistics experience in the execution of industrial scale operations gives them a support point as the demand for IA computing increases.
However, the recent rates of the president of the United States, Donald Trump, are causing anxiety among miners, since changes in politics are expected to increase the costs of ASIC miners, electrical components, network hardware and more.
Nvidia has assured more than one million square feet of space in Arizona and Texas to build and try Blackwell Chips and AI systems, Nvidia said. The production has already begun at the TSMC facilities in Phoenix.
In Texas, supercomputer factories are being built with Foxconn in Houston and Wistron in Dallas, with complete production of 12 to 15 months.
This marks a change for Nvidia, which was previously based on facilities abroad. The company will also work with Amkor and Spil to handle packaging and tests in Arizona.
Nvidia expects these efforts to support up to half a billion dollars in AI infrastructure in the next four years. CEO Jensen Huang described the change “the first time that the world’s infrastructure engines are being built in the United States.”
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