Nvidia has unveiled a bold plan to invest up to $500 billion (£378 billion) in artificial intelligence infrastructure across the United States over the next four years. The announcement signals a strategic shift toward domestic production in response to escalating trade uncertainty under former President Donald Trump’s proposed tariff regime.
The move comes as Trump renews threats to levy import duties on semiconductors, a step that could disrupt Nvidia’s reliance on its Taiwan-based supply chain. The investment decision reportedly followed a recent dinner between Nvidia CEO Jensen Huang and Trump at the Mar-a-Lago resort.
In an official statement, Nvidia said it will collaborate with major manufacturing partners — including Taiwan Semiconductor Manufacturing Company (TSMC), Foxconn, Wistron, Amkor, and SPIL — to establish what it called a fully domestic supply chain for AI chips and supercomputing systems.
Production of Nvidia’s latest Blackwell chips has already commenced at TSMC’s Arizona facility in Phoenix. Additionally, the company has broken ground on two supercomputer manufacturing plants in Texas, located in Houston and Dallas, in partnership with Foxconn and Wistron.
The $500 billion initiative is one of the largest AI-related industrial investments ever announced and positions Nvidia at the forefront of reshoring advanced chip manufacturing amid geopolitical tensions and efforts to secure technological independence.
