Nvidia starts producing its Blackwell AI chip at TSMC’s Arizona plant

The Verge - Apr 14th, 2025

Nvidia has started producing its Blackwell AI GPUs at TSMC's plant in Phoenix, Arizona, marking a significant shift in its manufacturing strategy. The move comes as TSMC, the world's largest chipmaker, invests $100 billion in US chipmaking and begins producing chips using the 4nm process at its Arizona facility. Nvidia has not disclosed which specific Blackwell chips are being produced but confirms the use of TSMC's custom 4NP process. Alongside this, Nvidia is partnering with Foxconn and Wistron to establish supercomputer production plants in Texas, with full-scale production expected within the next 12 to 15 months.

This development reflects a broader trend of tech companies bolstering their manufacturing presence in the US, driven by economic and security considerations. Nvidia's expansion in Arizona and Texas is anticipated to generate significant employment opportunities and contribute trillions to economic security over the coming decades. The initiative underscores the strategic importance of domestic semiconductor production in advancing AI technologies and maintaining competitive advantage on a global scale.

Nvidia Ai Technology Texas Arizona Foxconn Tsmc Semiconductor Manufacturing Wistron Blackwell Ai Gp Us Us Chip Production

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RATING

6.8

Fair Story

Consider it well-founded

The article provides a clear and timely overview of Nvidia's recent manufacturing initiatives in the U.S., supported by credible corporate announcements. It effectively highlights the potential economic impact of these developments, though it lacks depth in terms of diverse perspectives and independent analysis. The story is accessible and well-structured, but greater transparency and inclusion of expert insights would enhance its reliability and engagement. Overall, it serves as an informative piece on significant industry trends, with room for improvement in balance and source variety.

Accuracy

The news story accurately reports Nvidia's initiation of Blackwell AI GPU production at TSMC's plant in Phoenix, Arizona, which is confirmed by external sources. Additionally, TSMC's $100 billion investment in U.S. chipmaking and its 4nm process production in Arizona are factual and supported by reliable sources. However, the story does not specify which Blackwell chips are being produced, leaving room for ambiguity. Nvidia's partnership with Foxconn and Wistron for supercomputer production in Texas is also verified, though the article's claim about the economic impact of these initiatives is more speculative, based on corporate projections rather than concrete data.

Balance

The article primarily presents Nvidia's perspective, focusing on its business initiatives and expected economic benefits. It does not provide viewpoints from other stakeholders, such as local government officials, industry analysts, or community representatives, which could offer a more rounded view of the implications of these developments. While the story does not exhibit overt bias, the lack of diverse perspectives limits the balance of the narrative.

Clarity

The article is clearly written, with a logical structure that guides the reader through Nvidia's production plans and partnerships. The language is straightforward, and the tone is neutral, making the information accessible. However, the lack of specific details about which Blackwell chips are being produced creates some ambiguity, which could be clarified for better understanding.

Source quality

The story relies on Nvidia's announcements and TSMC's public statements, which are credible sources for the information provided. However, the absence of independent expert analysis or third-party verification slightly diminishes the depth of the reporting. Including insights from semiconductor industry analysts or economic experts could enhance the story's reliability and provide a broader context.

Transparency

The article lacks transparency regarding its sources, as it does not specify where the information was obtained beyond Nvidia's announcement. There is no mention of any potential conflicts of interest or the methodology behind Nvidia's economic impact projections. Greater transparency about the basis of claims and potential biases would improve the story's credibility.