The company has announced plans to produce its upcoming line of AI chips and supercomputers solely within the United States for the first time, as stated in a recent announcement.
This initiative is a response to the growing need for AI infrastructure and the desire to increase domestic production of advanced technologies — a shift that may also be advantageous for cryptocurrency miners who are adapting their operations for AI and high-performance computing (HPC).
Many of these miners already possess the extensive power and cooling systems required for data centers, positioning them well within the expanding AI sector.
Historically fixated on hashing capabilities, crypto miners are now exploring opportunities to integrate into the AI and HPC supply chains. Their established access to power-efficient infrastructure and logistical experience with large-scale operations provides them with a competitive edge as the demand for AI computation escalates.
Nonetheless, recent tariffs imposed by the U.S. administration have introduced uncertainty for miners, as these changes are projected to increase expenses associated with ASIC miners, electronic components, networking equipment, and more.
The company has secured over a million square feet of facilities in Arizona and Texas aimed at developing and testing Blackwell chips and AI systems, with production already initiated at TSMC’s facility in Phoenix.
Moreover, supercomputer manufacturing plants are being established in Texas through partnerships with Foxconn in Houston and Wistron in Dallas, with full-scale production anticipated within 12 to 15 months.
This change represents a notable shift for the company, which has historically depended on international manufacturing resources. They will also collaborate with partners in Arizona for component packaging and testing.
They anticipate these efforts will contribute to the establishment of up to half a trillion dollars’ worth of AI infrastructure over the next four years. The CEO emphasized that this marks a significant historical moment where the foundation of the global AI infrastructure is being laid in the United States.
Disclaimer: Portions of this article were generated using AI tools and reviewed by our editorial team for accuracy and alignment with our editorial standards. For further details, refer to our complete AI Policy.