As the global AI race accelerates, Canada’s tech leaders are watching closely — because NVIDIA just made a move that could reshape the future of AI infrastructure across North America.
For the first time ever, NVIDIA is building its advanced AI supercomputers entirely in the United States. This marks a major shift toward domestic AI manufacturing and supply chain resilience — and it has big implications for Canadian industries that rely on cutting-edge AI technologies.
From chip production to data centre design, here’s what this bold step means for the future of AI, innovation, and economic security on this side of the border.
Massive AI Manufacturing Hubs Rise in Arizona and Texas
NVIDIA has teamed up with top global manufacturing partners to establish more than a million square feet of production and testing space.
Blackwell, the company’s latest AI chip architecture, is now being produced at TSMC’s advanced fabrication plant in Phoenix, Arizona. Meanwhile, supercomputer assembly is ramping up in Texas, with Foxconn operating a facility in Houston and Wistron in Dallas.
These sites are just the beginning. Full-scale mass production is expected to kick off over the next 12 to 15 months, with plans to turn these facilities into the foundation for what NVIDIA calls “AI factories” — data centers built specifically to power artificial intelligence.
Strengthening the U.S. AI Supply Chain
The AI supply chain isn’t simple. It requires world-class packaging, testing, and advanced assembly — and it’s all happening faster than ever.
To meet this demand and improve resiliency, NVIDIA is localizing key parts of its production process. Partners like Amkor and SPIL are handling chip packaging and testing right in Arizona, helping reduce reliance on overseas operations and improve turnaround times.
Altogether, this domestic network could support the production of up to half a trillion dollars’ worth of AI infrastructure over the next four years — a massive win for both the U.S. tech industry and the broader economy.
The Future of AI Factories Starts Here
These aren’t your typical server farms. NVIDIA’s vision includes building “gigawatt-scale AI factories”—huge data centres designed solely to run artificial intelligence at scale. These will be the engine rooms of everything from generative AI to robotics, smart cities, autonomous vehicles, and beyond.
And with the infrastructure being built in the U.S., there’s a growing sense of momentum and ownership. These facilities are expected to create hundreds of thousands of jobs and contribute trillions in economic value in the coming decades.
NVIDIA Uses AI to Build the Future of AI
In true NVIDIA fashion, the company isn’t just building with concrete and steel — it’s building with code. Using its own platforms like NVIDIA Omniverse, it’s designing digital twins of these factories to simulate and optimize operations before they go live.
Robots powered by NVIDIA Isaac GR00T will automate manufacturing lines, turning AI into both the architect and the builder of its own supply chain.
It’s a powerful glimpse into the self-reinforcing nature of the AI economy — where smarter tools lead to smarter factories, which lead to even smarter tools.
