NVIDIA Plans to Produce $500 - Billion - Worth of AI Equipment in the USNVIDIA Plans to Produce $500 - Billion - Worth of AI Equipment in the US

NVIDIA has announced that, with the help of partners such as TSMC, it plans to build artificial intelligence infrastructure worth up to $500 billion in the United States over the next four years. The plan announced by NVIDIA on Monday includes producing its Blackwell AI chips at TSMC's factory in Phoenix, Arizona, and establishing supercomputer factories in Texas in cooperation with Foxconn and Wistron. These factories are expected to start production within the next 12 to 15 months. Under the threat of high tariffs imposed by former US President Trump, many technology companies have promised to move their production bases back to the US.

AMD has announced that its new - generation Zen6 EPYC processor "Venice" has been successfully taped out, becoming the industry's first high - performance computing (HPC) processor using TSMC's 2 - nm (N2) process technology. "Venice" is expected to be launched as scheduled next year. In addition, AMD has also announced that its fifth - generation EPYC processor has been verified and put into production at TSMC's Fab 21 in Arizona.

Insiders revealed that Compal Electronics, Wiwynn (a subsidiary of Wistron NeWeb), and the US - based company Jabil are preparing to submit revised offers to bid for AMD's AI server assembly factories. Inventec and Pegatron have withdrawn from the bidding. According to insiders, AMD has required updated offers to be submitted in the next few days. It has been reported previously that AMD aims to complete the transaction by the end of the second quarter, and the valuation of these factories located in Texas and New Jersey is likely to be between $3 billion and $4 billion.

Intel said on Monday that it will sell a 51% stake in its Altera unit to private equity firm Silver Lake, valuing the programmable chip business at $8.75 billion. This sale will bring a cash injection to Intel as the chipmaker is drastically cutting costs to improve its balance sheet. In 2015, Intel acquired Altera for nearly $17 billion. Since last year, Intel has spun off Altera into an independent unit and said it plans to sell some of its shares.