The Globe and Mail reports in its Tuesday, April 15, edition that Nvidia is planning to build artificial intelligence servers worth as much as $500-billion (U.S.) in the U.S. over the next four years with help from partners such as TSMC, the latest American tech firm to back the Trump administration's push for local manufacturing. A Reuters dispatch to The Globe reports that Monday's announcement includes production of its Blackwell AI chips at TSMC's factory at Phoenix and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months.
The move aligns Nvidia, majority of whose processors are made in Taiwan, with a clutch of tech firms that have vowed to bring manufacturing back to the U.S. amid threats of steep tariffs from President Donald Trump.
D.A. Davidson analyst Gil Luria says, "It is unlikely Nvidia would have moved any production to the U.S. if it was not for pressure from the Trump administration." He adds, "The half a trillion number is likely hyperbole, in the same way Apple made a half a trillion promise." In February Apple promised half a trillion dollars in U.S. investments in the next four years, including a factory in Texas for AI servers.
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