英偉達：將在美國投資多達5000億美元,，用于人工智能設備建設
彭博社
2025-04-18
在人工智能模型芯片領域占據(jù)主導地位的英偉達計劃在未來四年借助制造合作模式,，在美國本土生產(chǎn)價值高達5000億美元的人工智能基礎設施,。
英偉達在周一發(fā)布的一份聲明中透露，其最新一代名為Blackwell的人工智能芯片已在臺積電（Taiwan Semiconductor Manufacturing Co.）位于菲尼克斯的新工廠啟動生產(chǎn),。英偉達還與富士康（Foxconn）和緯創(chuàng)資通（Wistron Corp.）在得克薩斯州共建超級計算機制造工廠,，并與安靠科技（Amkor Technology Inc.）和矽品精密工業(yè)（Siliconware Precision Industries Co.）在亞利桑那州合作開展芯片封裝和測試業(yè)務。
該公司（總部位于加利福尼亞州圣克拉拉）首席執(zhí)行官黃仁勛在聲明中表示：“擴大在美國的制造業(yè)務規(guī)模,，能夠助力我們更好地滿足市場對人工智能芯片和超級計算機不斷攀升的驚人需求,，強化供應鏈體系，并增強韌性,?！?/p>
5000億美元這一數(shù)字指的是英偉達預計向人工智能供應鏈銷售的全部商品的總價值。在很大程度上,，這一數(shù)字反映了規(guī)模最大的云計算公司致力于用最新設備建設和升級數(shù)據(jù)中心的決心,。
據(jù)彭博行業(yè)研究上月發(fā)布的一份報告，包括微軟（Microsoft Corp.）,、亞馬遜（Amazon.com Inc.）和Meta Platforms Inc.在內(nèi)的這些企業(yè),，今年預計將在人工智能設施和計算資源方面投入3710億美元，較去年增長44%,。
英偉達還表示,，這一舉措將標志著人工智能超級計算機首次實現(xiàn)美國本土生產(chǎn)，這一進展在周一贏得了唐納德·特朗普總統(tǒng)的高度贊譽,。
特朗普在白宮現(xiàn)身時指出,，英偉達做出這一決策是受關稅政策影響。他說：“這堪稱你所能聽到的最為重磅的消息之一——因為眾所周知,，英偉達幾乎控制了整個行業(yè),?！?/p>
與美國其他大型科技公司近期做出的投資承諾一樣,，英偉達的這筆支出也涵蓋了一些原本就已在推進的項目,。不過，City Index分析師菲奧娜·辛科塔（Fiona Cincotta）表示,，對于總統(tǒng)推進的議程而言，這仍不失為一場勝利,。
辛科塔在彭博電視臺上表示：“這正是特朗普期望達成的目標：促使制造業(yè)回流美國本土,，這正是特朗普所承諾的,?！?/p>
消息公布后,，英偉達股價一度上漲，但隨后回吐漲幅,。截至上周末,，該公司股價下跌了17%,，此跌幅與科技股整體遭受重創(chuàng)的市場暴跌行情密切相關,。
每塊英偉達Blackwell芯片售價高達數(shù)萬美元,，而搭載此類半導體的服務器售價則高達數(shù)百萬美元,。即便價格如此高昂,，價值5000億美元的人工智能硬件仍意味著極為龐大的產(chǎn)品體量——換算下來,，可能包含數(shù)十萬臺專用于人工智能的服務器,。
英偉達在聲明中稱,，富士康和緯創(chuàng)資通工廠的“大規(guī)模量產(chǎn)”預計將在未來12至15個月內(nèi)逐步推進,。
全球電子產(chǎn)品制造商，包括芯片制造商,，正因特朗普政府頻繁變動的新關稅政策而陷入困境。上周末,，特朗普承諾仍將對手機、電腦及熱門消費電子產(chǎn)品加征關稅,，并對周五發(fā)布的豁免令輕描淡寫，稱其僅是重塑美國貿(mào)易格局這一宏大工程中的一個常規(guī)程序環(huán)節(jié),。
自特朗普當選以來，從蘋果公司（Apple Inc.）到禮來公司（Eli Lilly & Co.）等眾多企業(yè)都宣稱計劃投入數(shù)十億美元,，用以強化自身在美國的制造業(yè)布局。其中諸多計劃在大選前便已著手籌備,，又或者與之前的支出趨勢基本一致。（財富中文網(wǎng)）
譯者：中慧言-王芳
在人工智能模型芯片領域占據(jù)主導地位的英偉達計劃在未來四年借助制造合作模式,，在美國本土生產(chǎn)價值高達5000億美元的人工智能基礎設施,。
英偉達在周一發(fā)布的一份聲明中透露，其最新一代名為Blackwell的人工智能芯片已在臺積電（Taiwan Semiconductor Manufacturing Co.）位于菲尼克斯的新工廠啟動生產(chǎn),。英偉達還與富士康（Foxconn）和緯創(chuàng)資通（Wistron Corp.）在得克薩斯州共建超級計算機制造工廠,，并與安靠科技（Amkor Technology Inc.）和矽品精密工業(yè)（Siliconware Precision Industries Co.）在亞利桑那州合作開展芯片封裝和測試業(yè)務。
該公司（總部位于加利福尼亞州圣克拉拉）首席執(zhí)行官黃仁勛在聲明中表示：“擴大在美國的制造業(yè)務規(guī)模,，能夠助力我們更好地滿足市場對人工智能芯片和超級計算機不斷攀升的驚人需求，強化供應鏈體系,，并增強韌性?！?/p>
5000億美元這一數(shù)字指的是英偉達預計向人工智能供應鏈銷售的全部商品的總價值,。在很大程度上,，這一數(shù)字反映了規(guī)模最大的云計算公司致力于用最新設備建設和升級數(shù)據(jù)中心的決心,。
據(jù)彭博行業(yè)研究上月發(fā)布的一份報告,，包括微軟（Microsoft Corp.）、亞馬遜（Amazon.com Inc.）和Meta Platforms Inc.在內(nèi)的這些企業(yè),，今年預計將在人工智能設施和計算資源方面投入3710億美元,，較去年增長44%。
英偉達還表示,，這一舉措將標志著人工智能超級計算機首次實現(xiàn)美國本土生產(chǎn),，這一進展在周一贏得了唐納德·特朗普總統(tǒng)的高度贊譽。
特朗普在白宮現(xiàn)身時指出,，英偉達做出這一決策是受關稅政策影響,。他說：“這堪稱你所能聽到的最為重磅的消息之一——因為眾所周知，英偉達幾乎控制了整個行業(yè),?！?/p>
與美國其他大型科技公司近期做出的投資承諾一樣，英偉達的這筆支出也涵蓋了一些原本就已在推進的項目,。不過,，City Index分析師菲奧娜·辛科塔（Fiona Cincotta）表示，對于總統(tǒng)推進的議程而言，這仍不失為一場勝利,。
辛科塔在彭博電視臺上表示：“這正是特朗普期望達成的目標：促使制造業(yè)回流美國本土，這正是特朗普所承諾的,?！?/p>
消息公布后，英偉達股價一度上漲,，但隨后回吐漲幅,。截至上周末，該公司股價下跌了17%,，此跌幅與科技股整體遭受重創(chuàng)的市場暴跌行情密切相關,。
每塊英偉達Blackwell芯片售價高達數(shù)萬美元，而搭載此類半導體的服務器售價則高達數(shù)百萬美元,。即便價格如此高昂,，價值5000億美元的人工智能硬件仍意味著極為龐大的產(chǎn)品體量——換算下來，可能包含數(shù)十萬臺專用于人工智能的服務器,。
英偉達在聲明中稱,，富士康和緯創(chuàng)資通工廠的“大規(guī)模量產(chǎn)”預計將在未來12至15個月內(nèi)逐步推進。
全球電子產(chǎn)品制造商,，包括芯片制造商，正因特朗普政府頻繁變動的新關稅政策而陷入困境,。上周末,，特朗普承諾仍將對手機、電腦及熱門消費電子產(chǎn)品加征關稅,，并對周五發(fā)布的豁免令輕描淡寫,，稱其僅是重塑美國貿(mào)易格局這一宏大工程中的一個常規(guī)程序環(huán)節(jié),。
自特朗普當選以來，從蘋果公司（Apple Inc.）到禮來公司（Eli Lilly & Co.）等眾多企業(yè)都宣稱計劃投入數(shù)十億美元,，用以強化自身在美國的制造業(yè)布局。其中諸多計劃在大選前便已著手籌備,，又或者與之前的支出趨勢基本一致,。（財富中文網(wǎng)）
譯者：中慧言-王芳
Nvidia Corp., the dominant player in chips for artificial intelligence models, plans to produce as much as half a trillion dollars’ worth of AI infrastructure in the US over the next four years through manufacturing partnerships.
Production of Nvidia’s latest generation AI chip, known as Blackwell, has begun at Taiwan Semiconductor Manufacturing Co.’s new plant in Phoenix, the company said in a statement Monday. Nvidia is also building supercomputer manufacturing plants in Texas with Foxconn and Wistron Corp., and partnering with Amkor Technology Inc. and Siliconware Precision Industries Co. for packaging and testing operations in Arizona.
“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency,” Jensen Huang, chief executive officer of the Santa Clara, California-based company, said in the statement.
The $500 billion figure refers to the combined value of all the goods Nvidia anticipates selling in to the supply chain for AI. In large part, the number reflects a commitment from the biggest cloud computing companies to build out and upgrade data centers with the latest gear.
That group, which includes Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc., is expected to spend $371 billion this year on AI facilities and computing resources, a jump of 44% from last year, according to a report published last month by Bloomberg Intelligence.
Nvidia also said the effort would mark the first time that AI supercomputers are produced in the US, a development that President Donald Trump touted on Monday.
During an appearance at the White House, Trump said that Nvidia made the decision because of tariffs. “It’s one of the biggest announcements you’ll ever hear — because Nvidia, as you know, controls that almost the entire sector,” he said.
Like other recent US investment pledges by large US tech companies, Nvidia’s outlay includes plans that were already underway. Still, it represents a win for the president’s agenda, said City Index analyst Fiona Cincotta.
“This is what Trump is aiming for,” Cincotta said on Bloomberg Television. “It is moving that manufacturing back to the US, which is what Trump has pledged.”
Nvidia shares were initially up in the wake of the announcement, before paring the gains. The stock was down 17% this year through the end of last week, part of a market rout that has hit tech shares especially hard.
Each Nvidia Blackwell chip costs tens of thousands of dollars, with servers containing the semiconductors going for millions. Even at those steep prices, $500 billion worth of AI hardware would represent a massive quantity of goods — potentially hundreds of thousands of AI-oriented servers.
“Mass production” at the Foxconn and Wistron plants is expected to ramp up in the next 12 to 15 months, Nvidia said in the statement.
Electronics players around the world, including chipmakers, are reeling from shifting new tariff policies from the Trump administration. Over the weekend, Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying an exemption issued on Friday as just a procedural step in his overall push to remake US trade.
Companies ranging from Apple Inc. to Eli Lilly & Co. have announced plans to spend billions of dollars boosting their US manufacturing presence since Trump’s election. Many of the plans were already in the works before the election, or closely track prior spending trends.
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