Nvidia (NVDA) is moving its AI supercomputer production to the U.S., opening up new opportunities for cryptocurrency miners

Nvidia Moves AI Supercomputer Production to U.S., Opening New Horizons for Cryptocurrency Miners

Nvidia will start making Blackwell chips in Arizona and AI supercomputers will be made in Texas to meet growing interest in artificial intelligence.

Author: Helen Brown | Edited by: Nikhilesh De Updated: April 14, 2025, 6:25 PM Published: April 14, 2025, 3:17 PM

Key points:

• NVIDIA's expansion in the U.S. includes Foxconn, TSMC, and Wistron manufacturing facilities in Arizona and Texas.
• This plan could create new opportunities for crypto miners to adapt their infrastructure to AI tasks.
• The company says it will create up to $500 billion worth of AI infrastructure in the US within four years.

Nvidia plans to make its next generation of AI chips and supercomputers entirely in the U.S. for the first time, the company said Monday.

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The move demonstrates increasing demand for AI infrastructure and broader efforts to shift production of advanced technologies, which could also have a positive impact on crypto miners redirecting their capacity to AI and high-performance computing (HPC).

Most of these operators already have the large power and cooling systems needed to run data centers, making them potential participants in the growing AI economy.

Crypto miners, who previously focused solely on computing power, are increasingly looking to integrate into the AI and HPC supply chain. Their existing access to powerful infrastructure and experience in industrial logistics provide them with the necessary support amid the growing demand for AI computing.

However, recent tariffs imposed by US President Donald Trump are causing concerns among miners as the policy changes are expected to increase costs for ASIC miners, electrical components, networking equipment, and more.

NVIDIA said it has secured more than a million square feet of space in Arizona and Texas to assemble and test Blackwell chips and AI systems. Production has already begun at TSMC's Phoenix facility.

In Texas, supercomputer manufacturing plants are being built in partnership with Foxconn in Houston and Wistron in Dallas, with full production expected within 12 to 15 months.

This marks a change in strategy for NVIDIA, which previously relied on overseas manufacturing facilities. The company will also partner with Amkor and SPIL for packaging and testing in Arizona.

NVIDIA expects these efforts to support up to half a trillion dollars in AI infrastructure over the next four years. CEO Jensen Huang described the shift as “the first time that key elements of the world’s AI infrastructure are being built in the United States.”

Disclaimer: Portions of this article were generated using AI tools and reviewed by our editorial team to ensure accuracy and adhere to our standards. For more information, see CoinDesk’s full AI policy.

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