NVIDIA announced a $500 billion investment in the U.S.: partnering with major Taiwanese companies such as TSMC, Foxconn, and Wistron to create AI chip and supercomputer production lines in America.

Chip manufacturer NVIDIA announced yesterday (14) that it will cooperate with TSMC, Foxconn, Wistron and other partners to invest $500 billion in the United States to build AI infrastructure and realize Huida's future AI chip and supercomputer production plan in the United States. (Synopsis: TSMC invited Huida, AMD, and Broadcom to jointly "operate an Intel wafer foundry", and Trump forced Intel? (Background added: Trump Huang Jenxun "interviewed and laughed"!) The United States will suspend the ban on Huida H20 chip to China, deepseek to take off? Artificial intelligence (AI) chip giant NVIDIA announced in a blog post yesterday (14) that Huida will cooperate with TSMC, Hon Hai (Foxconn), Wistron, Amkor and Silicon Precision (SPIL) and other partners to invest $500 billion in the United States to jointly build infrastructure to realize Huida's AI chip and supercomputer production plan in the United States. Huida joins hands with TSMC, Hon Hai and other big investments of $500 billion According to the announcement, Huida plans to invest up to $500 billion in the United States over the next four years by working with world-class production partners of Taiwan's product giants to build AI infrastructure. Specific businesses include: Chip and Supercomputer Manufacturing: Huida has started production of Blackwell chips at TSMC's factory in Phoenix, Arizona, and AI supercomputer manufacturing plants in Houston, Texas (in partnership with Hon Hai) and Dallas (in partnership with Wistron). These plants are expected to achieve volume production in the next 12 to 15 months. Packaging and Test: Huida partnered with Amkor and Silicon in Arizona to package and test chips to ensure supply chain integrity. Manufacturing Space Expansion: Huida has activated more than one million square feet of manufacturing space for the production and testing of chips and supercomputers. Huida said these collaborations will deepen relationships with partners while expanding its global footprint and improving supply chain resilience. The program is expected to create hundreds of thousands of jobs and bring trillions of dollars of security to the U.S. economy for decades to come. Huida went on to point out that Huida AI supercomputers are the core of the "AI factories", a new generation of data centers designed for artificial intelligence, which will serve as the infrastructure for the emerging AI industry. Huida predicts that dozens of "gigawatt-level AI factories" will be built in the next few years to inject strong impetus into AI development in the United States and around the world. At the same time, Huida will also use its advanced technologies, including the Omniverse digital twin platform and Isaac GR00T robot technology, to design and operate these manufacturing facilities with a high degree of automation and intelligence. In this regard, Huida founder and CEO Jensen Huang also commented: The engine of global AI infrastructure will be built in the United States for the first time. Increasing U.S. manufacturing capacity will also help us better meet the huge and growing demand for AI chips and supercomputers, while strengthening our supply chain and building resilience. White House Commentary: The success of Trump's America First strategy In response, the White House also said in a public statement yesterday that this is the success of Trump's America First strategy: Chip manufacturing giant NVIDIA today announced that it is manufacturing its artificial intelligence (AI) supercomputer entirely in the United States for the first time, as part of the company's commitment to produce $500 billion in AI infrastructure in the United States over the next four years. Huida will build and test its advanced chips in Arizona and build AI supercomputers in Texas, using a total of more than a million square feet of new manufacturing space. This is a concrete manifestation of the "Trump effect". U.S. President Donald J. Trump has made homegrown chip manufacturing a priority as part of his relentless pursuit of a manufacturing renaissance in the U.S. that is paying off — trillions of dollars in new investment in technology alone. Earlier this year, President Trump announced a $500 billion private investment in AI infrastructure led by OpenAI, Oracle and Softbank, while Apple announced a $500 billion investment and TSMC announced a $100 billion investment in chip manufacturing. Bringing these industries back to the U.S. is good for American workers, the U.S. economy, and U.S. national security — and the best is yet to come. Analysts are also generally positive about Huida's action - Huida's cooperation with TSMC, Hon Hai and other Taiwan factories will further consolidate its leading position in the AI chip market and bring significant business opportunities to partners. Bank of America analysts have previously said that Huida's continued dominance in AI makes it a "top choice" and that its stock price is still expected to have room to rise. However, on the other hand, this also highlights the potential impact of Taiwan's semiconductor production line may be moved to the United States, which deserves our continued attention in the future. 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