NVIDIA invests $500 billion to boost AI infrastructure in the U.S.! Trump claims tariff policy is working, pressure on Taiwanese manufacturers to move increases.

NVIDIA announced on 4/14 that it will invest $500 billion in the United States over the next four years to build AI hardware and infrastructure. In response, President Donald Trump was quick to endorse this investment at the White House, stating, "This is because the tariff policy is working."

NVIDIA has also become the first tech company to build an AI supercomputer on American soil. At the same time, Taiwanese manufacturers such as TSMC, Foxconn, Wistron, and ASE are also caught up in the wave of global supply chain restructuring.

Investing 500 billion dollars to expand AI facilities, Taiwan manufacturers play an important role.

According to NVIDIA's statement, production of the latest AI chip "Blackwell" has begun at TSMC's new factory in Phoenix. In addition:

In collaboration with Hon Hai and Wistron, they are building an AI supercomputer manufacturing plant in Texas.

Also working with Sun Moon Light ( Siliconware ) and Amkor for packaging and testing in Arizona.

The overall estimate indicates that the total price of these infrastructures along with the equipment to be shipped in the future amounts to 500 billion dollars, and these chips and servers will supply the global demand for AI data centers.

Who will buy these chips? Microsoft, Amazon, and Meta are all rushing to invest money in building AI centers.

According to previous reports from Lian News, global cloud giants are expected to invest a total of $371 billion in AI hardware and data centers this year, an increase of 44% compared to 2024. The main buyers include:

Microsoft (Microsoft)

Amazon (Amazon)

Meta

Each Blackwell chip costs tens of thousands of dollars, and a complete AI server could easily exceed a million dollars. In other words, this $500 billion plan could represent the output of hundreds of thousands of AI super servers.

Trump shouts that this is proof of the effectiveness of the tariff policy.

Trump stated during an interview at the White House on Monday that Nvidia's decision to bring its production line back to the United States is because "our tariff policy is working."

In fact, some of these investment projects have been planned for a long time, but analysts point out that "even so, such results can still be seen as a policy victory for the Trump administration."

The trend of reshoring in the manufacturing industry is growing, with companies like Apple and Eli Lilly returning to establish factories in the U.S.

Besides Nvidia, from Apple (APPLE) to pharmaceutical giant Eli Lilly (Eli Lilly), they have also announced an expansion of their production investment in the United States.

Although many cases started before Trump took office, in the current atmosphere of high tariffs and geopolitical risks in the supply chain, more and more companies are indeed making "reshoring to America" their core strategy.

Trump continues to apply pressure on electronic tariffs, stating that mobile phones and laptops will not be spared either.

Although the United States only released a small wave of tariff exemptions on electronic products last Friday, Trump himself stated on April 13 that taxes on electronic products such as mobile phones and computers will continue. The previous exemptions were merely procedural and do not represent a change in policy direction.

These remarks have also caused a major shock in the global electronics industry, putting more pressure and incentives on Taiwan's electronics manufacturing and semiconductor companies to "move to the United States."

This article states that NVIDIA invests 500 billion USD to boost AI infrastructure in the United States! Trump claims that the tariff policy is effective, and the pressure for Taiwanese manufacturers to relocate is intensifying. Originally appeared in Chain News ABMedia.