Nvidia Corp., the leading chipmaker for AI models, announced plans to produce up to half a trillion dollars’ worth of AI infrastructure in the US over the next four years through manufacturing partnerships.

The production of Nvidia’s latest AI chip, Blackwell, has begun at Taiwan Semiconductor Manufacturing Co.’s new Phoenix plant. Nvidia, based in Santa Clara, California, is also collaborating with Foxconn and Wistron Corp. to build supercomputer manufacturing plants in Texas. Additionally, the company is partnering with Amkor Technology Inc. and Siliconware Precision Industries Co. for packaging and testing operations in Arizona. The company expects mass production to ramp up within the next 12 to 15 months.

CEO Jensen Huang emphasized, “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 global electronics industry, including chipmakers, is facing disruptions due to new tariff policies under the Trump administration. Over the weekend, President Trump reaffirmed his intention to apply tariffs to phones, computers, and other popular consumer electronics, downplaying a recent exemption as a procedural step in his broader strategy to reshape US trade.

Since Trump’s election, companies like Apple Inc. and Eli Lilly & Co. have announced plans to invest billions in expanding US manufacturing, many of which were already underway or align closely with previous investment trends.