New curtain in the supercomputer race: Nvidia moves production to Texas

📌 What Happened?

Nvidia's plan to invest $500 billion in artificial intelligence supercomputers in the United States has come under the spotlight of the tech and investment world, with the clear support of President Donald Trump. Trump noted that all necessary permitting processes for this giant investment by Nvidia will be expedited, calling the initiative “huge and exciting.” Nvidia has announced that it will manufacture these next-generation AI supercomputers that will be equipped with Blackwell chips for the first time on US soil. The project aims to put the U.S. at the center in many strategic areas, not just manufacturing, but design, engineering, and AI model training.

The move, which the company is making with global suppliers such as TSMC, Foxconn and Wistron, also represents a significant change of direction for Nvidia, whose operations in China have been affected by the U.S.-China trade war. AI servers to be built at giant facilities in Arizona and Texas will be used in high-performance data centers. These servers will offer closer and faster provisioning to NVIDIA's major customers such as Apple, Microsoft and OpenAI.

Trump's praise of this investment and his strong economic message ahead of the election is also being watched carefully by investors. This statement coincides with the goal of strengthening the position of the United States in the field of high technology against China. Nvidia's next-generation supercomputers have been optimized to train AI models unlike traditional supercomputers. These machines contain tens of thousands of graphics processing units (GPUs) and can process much faster with the Blackwell architecture.

Meanwhile, the company had also shared a revenue loss expectation of about $5.5 billion due to the chip export license requirement imposed by the United States. This makes it even more urgent for Nvidia's strategies to reduce dependence on China and grow in the domestic market. The reason for choosing Texas is its proximity to Mexico and the center of AI server production in this country. Mexico accounts for 70 percent of U.S. imports of AI servers. In addition, the Governor of Texas provides great convenience to investors with the vision of making the state the center of artificial intelligence infrastructure.

According to experts, the production of AI supercomputers seems more sustainable in terms of production in the US, as it requires less labor and more engineering, unlike end-user products such as the iPhone. Nvidia's investment strategy, when considered alongside similar plans by tech giants like Apple and SoftBank, points to an effort to reindustrialize U.S. manufacturing based on technology.

Industry representatives emphasize that, although such announcements are impressive, caution should be exercised in terms of the level and duration of the realization of investments. Trump's statements about the Nvidia investment could also be part of his strategy to put the economic cards at the forefront of the election process. Ultimately, however, Nvidia's decision has the potential to reshape both the company's internal transformation and the global technology balance.

📉 Products That May Be Affected

🟢 Positive:
• Nvidia (#NVDA)
• Blackwell GPU architecture
• US-based AI infrastructure manufacturers
• Suppliers such as Foxconn, Wistron
• Technology firms operating in Texas and Arizona

🔴 Negative:
• Nvidia operations in China
• AI chips subject to US export license
• High price precision consumer electronics manufacturing
• AI initiatives connected to the global supply chain

🧠 Expert Review

Nvidia's investment in the US-based giant AI supercomputer stands out as a strategic step that combines the company's strategy of moving away from China and manufacturing advantages in the United States. With the direct support of President Trump, this investment could be the beginning of a new era for the entire AI ecosystem, not just for Nvidia. In the short term, the risks posed by license restrictions can cause volatility in the shares, but in the medium and long term, this investment is expected to give Nvidia a serious competitive edge. While the US aims to re-center the high-tech sector with such investments, it also signals a clear change of direction from the point of view of investors. It is becoming increasingly critical to focus on AI infrastructure providers in portfolios for the technology sector.

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🛑 Disclaimer

This content is not investment advice. You should make your decisions based on your own research and professional advisors.

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