NVIDIA and TSMC mark first US-made Blackwell wafer in Phoenix, plan $500B infrastructure spend over 4 years
NVIDIA CEO Jensen Huang visited TSMC's Arizona fab to celebrate the first completed wafer of NVIDIA Blackwell AI chips manufactured on U.S. soil, marking volume production and a historic milestone in domestic chip manufacturing. The wafer represents the first time in recent American history that the single most critical chip for AI has been produced domestically by an advanced fab, signaling reindustrialization of U.S. semiconductor capacity.
TSMC Arizona will continue producing two-, three- and four-nanometer technologies essential for AI, telecommunications, and high-performance computing. The facility's workforce and supply chain ecosystem are expected to create thousands of high-tech jobs. The partnership between NVIDIA and TSMC spans three decades; Ray Chuang, CEO of TSMC Arizona, emphasized that the transition from facility arrival to U.S. chip delivery in just a few years represents TSMC's execution strength and Americanization of advanced fab capability.
Alongside the Blackwell wafer milestone, NVIDIA announced plans to produce up to $500 billion in AI infrastructure in the United States over the next four years through partnerships with TSMC, Foxconn, Wistron, Amkor, and SPIL. NVIDIA is also deploying AI, robotics, and digital twin technologies to design and operate new U.S. manufacturing facilities, and collaborated with the Department of Energy and Oracle to build multiple Blackwell AI supercomputers for national labs.
For practitioners, this signals sustained onshoring of AI chip fabrication and supply chain resilience. Domestic Blackwell production addresses geopolitical risk and supply constraints; however, capacity remains constrained relative to global demand. The $500B spend over four years underscores NVIDIA's confidence in domestic AI infrastructure demand and willingness to invest capex alongside government incentives (CHIPS Act funding).
Sources
- Primary source
- nvidianews.nvidia.com
“NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States over the next four years through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL”
- techpowerup.com
“the first NV...to go from arriving in Arizona to delivering the first U.S.-made NVIDIA Blackwell chip in just a few short years represents the very best of TSMC”
- nvidianews.nvidia.com
“NVIDIA is accelerating seven new systems by providing the AI infrastructure to drive scientific research and innovation at two U.S. Department of Energy (DOE) facilities — Argonne National Laboratory and Los Alamos National Laboratory”