Wistron starts US GB300 production in Texas plant

Wistron, a major electronics manufacturer, opened its D1 AI smart factory in Fort Worth, Texas on July 21 local time, marking a significant milestone in US-based AI hardware production. The facility began mass production of the Nvidia GB300 compute baseboard, an advanced component designed for large-scale AI systems. The nearly US$700 million（約1100億円） investment in the plant, which encompasses approximately 324,000 square feet, represents one of the largest recent manufacturing commitments to domestic AI infrastructure. The GB300 is a critical component in Nvidia's infrastructure for training and deploying large language models and other compute-intensive AI applications. By manufacturing this component domestically, Wistron and Nvidia aim to reduce supply-chain dependencies and improve availability for US-based customers, including cloud providers and AI companies that require consistent access to high-performance compute hardware. This production launch reflects industry recognition that offshore reliance for cutting-edge AI accelerators poses both cost and logistical risks in a rapidly growing market.

Wistron's decision to establish domestic manufacturing for Nvidia's GB300 component reflects a broader industry trend toward nearshoring critical AI infrastructure production. The GB300 is a key building block in Nvidia's most advanced AI systems, and US-based fabrication addresses longstanding supply-chain vulnerabilities that have constrained availability of high-end AI accelerators. The scale of the investment—nearly US$700 million（約1100億円）—underscores the strategic importance of securing reliable domestic production capacity at a time when AI compute demand continues to outpace supply globally. This facility may serve as a test case for whether other hardware manufacturers will follow with similar domestic buildouts.

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