Nvidia announced Monday plans to produce AI supercomputers entirely in the United States for the first time. The company aims to generate up to $500 billion of AI infrastructure through its manufacturing partnerships over the next four years.

CEO Jensen Huang stated that adding American manufacturing will help meet growing demand for AI chips and supercomputers while strengthening supply chains and improving resilience. The announcement represents a significant shift in Nvidia's production strategy.

The news follows President Donald Trump's recent imposition of high "reciprocal" tariffs on multiple countries. These included a 32% tariff on products from Taiwan, where Nvidia largely manufactures its graphics processing units (GPUs), and 145% tariffs on Chinese products.

Trump later exempted chips, smartphones, computers, and other tech devices from these tariffs on Friday evening. By Sunday, he reportedly said he would announce tariffs on imported semiconductors within the week.

Nvidia has commissioned over one million square feet of manufacturing space according to a company blog post. Production of its Blackwell AI chips has already begun at Taiwan Semiconductor plants in Phoenix. The company will also partner with Amkor and Siliconware Precision Industries in Arizona for chip packaging and testing.

In Texas, Nvidia is building supercomputer manufacturing plants, partnering with Foxconn in Houston and Wistron in Dallas. The company expects to reach mass production at both facilities within 12 to 15 months.

For factory design and operation, Nvidia plans to use its own technology to create "digital twins" of the facilities and develop specialized automation robots. The White House released a blog post Monday calling Nvidia's announcement the "Trump effect in action." When asked about any connection between the announcement and Trump's tariffs, Nvidia declined to comment.

This US manufacturing expansion comes as Nvidia also advances in quantum computing with its new Accelerated Quantum Research Center in Boston. The center will combine quantum hardware with AI supercomputing using powerful GB200 NVL72 systems, focusing on practical quantum applications in drug discovery and materials development.