Nvidia To Make AI Supercomputers in US for First Time (nvidia.com) 37
Nvidia has announced plans to manufacture AI supercomputers entirely within the United States, commissioning over 1 million square feet of manufacturing space across Arizona and Texas. Production of Blackwell chips has begun at TSMC's Phoenix facilities, while supercomputer assembly will occur at new Foxconn and Wistron plants in Houston and Dallas respectively.
"The engines of the world's AI infrastructure are being built in the United States for the first time," said Jensen Huang, Nvidia's founder and CEO. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency."
The company will deploy its own AI, robotics, and digital twin technologies in these facilities, using Nvidia Omniverse to create digital twins of factories and Isaac GR00T to build manufacturing automation robots. Nvidia projects an ambitious $500 billion in domestic AI infrastructure production over the next four years, with manufacturing expected to create hundreds of thousands of jobs.
"The engines of the world's AI infrastructure are being built in the United States for the first time," said Jensen Huang, Nvidia's founder and CEO. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency."
The company will deploy its own AI, robotics, and digital twin technologies in these facilities, using Nvidia Omniverse to create digital twins of factories and Isaac GR00T to build manufacturing automation robots. Nvidia projects an ambitious $500 billion in domestic AI infrastructure production over the next four years, with manufacturing expected to create hundreds of thousands of jobs.
YAY! (Score:1, Troll)
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The real news here is they are dogfooding their own operations offerings. To keep growing they really need to make the case that every factory in America needs an AI to help run it. What better way to do that then to have your own factory in America that has an Nvidia AI to help run it. This is good for them even without the tariff jumping.
Re: YAY! (Score:5, Insightful)
I don't know why you think it wouldn't have happened under Harris. The CHIPS act was an extremely high priority for the Biden administration, and reshoring chip and circuit production has been a fairly bipartisan issue for national security reasons. Given the lead time to put together a plan for an announcement like this I'd assume the groundwork was being laid under Biden.
It's fully possible they scaled up the targets due to Trumps trade uncertainty though. I wouldn't at all be surprised to hear the rhetoric from these companies try and give Trump some credit, in the hopes he'll give up on trying to axe the CHIPS funding out of spite.
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Because he was full of shit?
TSMC has announced the opening of fabs in the US last year. TSMC was applying for permits in April last year I think.
I don't think it has much to do with US foreign policy. But a lot more to do with uncertainty of whether China will commit to take over Taiwan or not.
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Maybe but that could be that the circumstances under which it happens would be entirely different. One can come to the same final decision for very very different reasons and in very different environments but those reasons do make a difference over time. The reasons you start a project are going to have a pretty big impact on how you approach in the subsequent days and years.
Like if Harris had gotten NVidia to sign onto this project via loan programs and grants and cooperation then the long term prospect
Maybe a Bit Backwards? (Score:3)
I'd give Harris higher odds of pulling this off. Binden passed actual legislation (Chips Act) to encourage this. Trump promised (note: a promise is not legislation) Wisconsin a huge Foxcon plant, and they got nuttin'.
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You'd be praising this if it happened during the Harris administration. Except it wouldn't have happened.
It doesn't matter whether this was done by (in your estimation) a wrong-thinking Democrat or a right-thinking Republican, markets forces don't care about your ideology. The basic problem here is that the way the international chip trade works is that while the US does a whole lot of chip design, some 68% of chips are made in Taiwan, the the country that Trump just slapped with a 32% (or not, or maybe he did, or maybe he will in 90 days, ten dimensional chess ... blah blah blah), that he has indicated an unw
Re: YAY! (Score:2)
"Furthermore, neither the US nor Taiwan nor China can manufacture any chips at all without lithography machines from ASML in the EU"
That's not quite true. They can't make any MODERN chips without etc etc though, so it's almost true...
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"Furthermore, neither the US nor Taiwan nor China can manufacture any chips at all without lithography machines from ASML in the EU"
That's not quite true. They can't make any MODERN chips without etc etc though, so it's almost true...
You mean the ones that are truly worth profitable? This is true, but I'd be willing to bet that those other chips that are not so modern are still all over the place in mundane items we never think about but that are central to our lives and that the manufacture of these not so modern and whizzbang-cool chips has been moved some place with lower overheads, like, say, China. Moving production of them back to the USA will nevertheless be necessary in order to realize the dream of 'America First', or perhaps
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Yes, because we all know that massive business just up and decides to spend HALF A TRILLION DOLLARS in a few weeks without seeing if it's even feasible, or if there's any return on that investment at all.
This has been in planning for months. And no, not 3 months.
But go ahead and keep sucking down that flavor-aid, bro.
Re:YAY! (Score:4, Interesting)
Plus; if Nvidia is offering a high-visibility win; they are much, much, more likely to be allowed to do a little fudging around the edges for anything that would actually be expensive or highly disruptive(eg. the TSMC facilities in the US do diffusion but not advanced packaging and testing; I'm guessing that nobody will be hassling Nvidia about that; or about any Taiwanese parts they may need to rush in to meet a particular deadline).
Doesn't necessarily mean that the cost is zero; but, especially when you are talking a very high margin product and a very politically sensitive business dealing with a very volatile president with an expansive view of his own powers(both in terms of tariffs and in terms of Nvidia's ongoing fights about what parts they can sell to who and whose fault it is that China never seems too fussed about getting cutting edge Nvidia cards); this seems like a very cheap concession that is likely to buy they a number of...useful...chips that can be cashed in to handle other matters that are likely to arise.
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Re: Chips still being made internationally (Score:2, Flamebait)
"Building the rest of a computer: PCBs, resisters, capacitors is not a problem and can easily be done domestically."
It can be done domestically, but not soon. That is still a problem if the goal is to produce products domestically and also soon. There's no valid point in these massive tariffs being enacted soon (or immediately, which is just peak "soon") unless you can get manufacturing moved here soon as well.
Flamebait for disagreeing with dear leader (Score:2)
You cuckservatives really need to get that cheeto out of your mouths immediately, we can all see the ring around your lips.
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It's a good thing you're just hand-waving away all those components that will need to be imported from China as "easily done domestically" with no domestic manufacturing capability at the scale required.
Tell us you don't know shit, without telling us you don't know shit.
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How many jobs? (Score:2, Interesting)
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In the very near future we are going to have to contend with at least 10 million people who are going to be rendered completely useless by things like self-driving cars and robotics in warehouses and big box stores.
They'll get service jobs that pay less than what they make now. That's all part of the master plan for unhinged capitalism.
But assuming you're going to stay in the workforce there's a massive automation boom going on right now. It doesn't necessarily have to be AI. All this talk of AI has every CEO going from the top to the bottom of their org looking for shit to automate.
Automation is a good thing, as long as the benefits are felt by all. We went from the majority of Americans working as farm labor, to working in industry. The cause was the farm tractor. It massively amplified the amount of work a few people could do. And over time, we keep adding new things that either reduce the amount of labor needed or increases productivity. The former is the fear
Re: Anyway it's hopeless since (Score:2)
You don't need historical examples for unprecedented events, the central fact of them is that there are no such things.
On the other hand, the PRESENT is the example. We are already well past the point at which we need everyone to work full time. Far, far past it in fact as a species; with most "developed" nations well past it, especially all of the big ones as they can produce enough food to feed themselves if they will accept a boring diet... Some more boring than others.
Just look at how well we are handli
So when 10 million people exit the job market (Score:2)
There's a major existential crisis for our economy we are all just kind of ignoring. The baby boomers are the only generation with any disposable income. Younger generations didn't get on the property train early and before the end of antitrust law enforcement and so they don't have All of that wealth stored up. And by all accounts the baby boomers who are not in the top 10% are going t
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Plus any location will have a small economy build up around it, places to eat, places to shop, places for entertainment - even if it's only some new jobs at the new plant more jobs will follow even if they aren't high wage desk jobs - which I really think is overrated.
If the entire factory employees 12 people (Score:2)
Re: How many jobs? (Score:1)
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>"Funny nobody's talking about how many jobs this is supposed to create."
It literally says in the summary "with manufacturing expected to create hundreds of thousands of jobs."
It is, indeed, likely to create lots of jobs. Such massive infrastructure requires a lot of people to not just build, but maintain and run, even if highly automated. But I don't believe it will create "hundreds of thousands". That sounds like fluff to me, or some type of undefined "force multiplier" that they expect/project (fr
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Even more jobs than those, as each hopefully well paid employee needs housing, services, so on...
Taiwan (Score:2)