Nvidia Supplier Wistron Opens First U.S. AI Server Factory in Texas

Nvidia, the dominant maker of AI chips, is expanding its manufacturing footprint in the United States as it seeks to meet surging demand for computing infrastructure. The catalyst for this expansion is a new factory opened by Wistron, one of Nvidia's key suppliers, in Fort Worth, Texas. The facility spans 324,000 square feet and will manufacture servers based on Nvidia's Grace Blackwell Ultra platform—its current flagship architecture—and is slated to build systems using Vera Rubin Superchips, Nvidia's next-generation product line.

This venture is part of a $700 million（約1100億円） effort by Nvidia to develop sophisticated manufacturing capacity in the United States. The Texas plant is designed to scale production quickly, with Nvidia projecting that the factory will be able to produce tens of thousands of AI server boards each month later this year. The initiative reflects broader market dynamics: cloud providers and enterprise customers are investing billions of dollars into data centers to power generative AI applications and other advanced computational workloads, creating intense pressure on the supply side of the AI hardware market.

Nvidia's decision to establish U.S. production is also tied to a much larger strategic goal. The company intends to produce up to $500 billion（約80兆円） worth of AI platforms within the United States and is coordinating with multiple production partners to make this happen. Beyond Wistron, those partners include Taiwan Semiconductor Manufacturing Company and Foxconn. By distributing production responsibility among several established manufacturers, Nvidia aims to increase local supply capacity while diversifying its manufacturing risk.

For investors, the success of the Texas facility will be a critical test of whether increased domestic production can help Nvidia manage soaring demand and alleviate supply constraints that have plagued the AI market. As more servers reach customers faster, Nvidia may be able to convert more of the pent-up demand for AI infrastructure into actual sales.

Nvidia's push to establish U.S. manufacturing capacity reflects a fundamental shift in how the company manages its supply chain amid explosive demand for AI infrastructure. Cloud providers and enterprise customers are investing billions in data centers to support generative AI and other advanced workloads, creating persistent supply constraints that threaten Nvidia's ability to fulfill orders. By partnering with Wistron to open domestic production in Texas, Nvidia gains two strategic advantages: it shortens the distance between factory and customer, reducing logistics complexity, and it demonstrates commitment to U.S. manufacturing at a moment when both government policy and customer preference increasingly favor domestically sourced technology.

The $700 million（約1100億円） investment in the Texas facility is one component of a larger ambition—Nvidia aims to produce up to $500 billion（約80兆円） worth of AI platforms domestically by working with multiple partners including Taiwan Semiconductor Manufacturing Company and Foxconn. This diversification across suppliers and geographic locations protects Nvidia from single points of failure while building redundancy into its supply network. The Fort Worth plant's ability to ramp to tens of thousands of server boards monthly signals that Nvidia expects sustained demand growth, and investors will watch whether this new capacity actually eases the supply bottlenecks that have constrained AI adoption so far.