英伟达宣布“世界人工智能基础设施的引擎”将首次在美国制造
Nvidia Announces "Engines Of World's AI Infrastructure" Will Be Built In America For First Time

原始链接: https://www.zerohedge.com/technology/nvidia-announces-engines-worlds-ai-infrastructure-will-be-built-america-first-time

英伟达宣布首次在美国建设AI超级计算机工厂,此举被视为美国国内供应链复兴和半球防御的一大胜利。英伟达将与台积电和富士康等公司合作,在亚利桑那州和德克萨斯州建立超过100万平方英尺的制造空间,目标是在12-15个月内实现Blackwell芯片的大规模生产。这项计划可能涉及未来四年5000亿美元的AI基础设施投资,预计将创造数十万个就业岗位,并带来数万亿美元的经济安全效益。 首席执行官黄仁勋强调了“美国制造”超级计算机的重要性,这将增强供应链并提高韧性。此举旨在减少对台湾AI芯片的依赖,因为该供应链容易受到潜在干扰。这项计划与加强半球防御和赢得与中国(尤其是在电动汽车、机器人和卫星等AI驱动产业)的技术竞争的更广泛目标相关,方法是确保关键供应链安全。


原文

President Trump's 'America First' agenda - more specifically, the revival of domestic critical supply chains to reinforce hemispheric defense - scored a massive win this morning as Nvidia announced plans to design and build AI supercomputer factories in the United States for the first time.

Nvidia outlined new initiatives aimed at strengthening America's chip manufacturing sector:

  • Nvidia is localizing AI chip and supercomputer manufacturing in the U.S. for the first time, partnering with TSMC, Foxconn, Wistron, Amkor, and SPIL.

  • Over 1 million square feet of manufacturing space has been commissioned for Blackwell chips and AI supercomputers in Arizona and Texas.

  • Mass production of these chips is expected within 12–15 months.

  • Total AI infrastructure by Nvidia could total $500 billion over the next four years.

"Tens of 'gigawatt AI factories' are expected to be built in the coming years," Nvidia said, adding, "Manufacturing Nvidia AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades."

Nvidia CEO Jensen Huang commented on 'Made In America' supercomputers: 

"The engines of the world's AI infrastructure are being built in the United States for the first time" and "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." 

Nvidia's move will bolster America's chip manufacturing sector and reduce reliance on high-tech AI chips from Taiwan — a supply chain that Beijing could disrupt at any moment with an invasion of Taipei.

Rebuilding these critical domestic supply chains plays into a broader theme of hemispheric defense as the world fractures into a more profound bipolar state by the 2030s.  

The race to secure supply chains and strengthen hemispheric defense is intensifying. That's because the technological competition between the U.S. and China is set to go into hyperdrive. Control over AI chips and their applications — including EVs, clean tech, humanoid robots, drones, low Earth orbit (LEO) satellites, and large language models (LLMs) — will be critical. While these may seem like separate industries, they all share a common ecosystem of technologies and supply chains. Whoever dominates these industries will dominate the next decade. 

If America wants to win 2030 - now is the time to bolster domestic supply chains.

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