Nvidia's Grace Blackwell Now Being Built in Texas
Yahoo Finance ·
Nvidia's Grace Blackwell Now Being Built in Texas Renato Neves, CFA Wed, July 22, 2026 at 2:24 PM EDT 1 min read This article first appeared on GuruFocus . Wistron, the Taiwanese contract manufacturer that assembles AI servers for Nvidia ( NASDAQ:NVDA ), opened its first US plant in Fort Worth, Texas, a $700 million facility that has begun mass production of Nvidia's GB300 Grace Blackwell Ultra Superchip. It is the first of those chips to be built in the United States. Wistron shares closed up 9.70% on the Taiwan Stock Exchange. The site will also produce Nvidia's next-generation Vera Rubin Superchip, and is designed to assemble and test Nvidia AI systems for American customers, cutting delivery times and strengthening domestic supply chain resilience. Wistron said the plant will use Nvidia's accelerated computing, digital twin technology and AI models to run its own factory operations, and will serve as a hub in its global AI manufacturing network. Wistron chairman Simon Lin and Nvidia CEO Jensen Huang inaugurated the facility. "The largest infrastructure buildout in history is underway," Huang said, framing the plant as restoring advanced manufacturing capacity in Texas.
AI 시장 분석
Nvidia's Grace Blackwell HPC Chip is currently being produced in the US Texas. Wistron is commencing a $700 million facility, producing NVDA's GB300 Grace Blackwell Ultra Superchip on a large scale. The facility will also be manufacturing NVDA's next-gen Vera Rubin Superchip. Wistron will assemble and test AI systems for US customers via this facility, planning to shorten delivery times and strengthen domestic supply chain resilience.
상승 영향
- AI — Investors expect Wistron's US facility to secure assembly and testing capabilities for Nvidia's AI systems serving US customers, generating increased interest in the stock.
하락 영향
- Semiconductors — If Wistron's US facility fails to meet Nvidia's expectations, it could have a negative impact on NVDA's stock price.
DYAX 전담 분석
The recent news of Wistron's $700 million US facility has sent shockwaves through the market, with investors eagerly anticipating the implications for Nvidia's (NVDA) stock price.
Wistron, a leading Taiwanese ODM (Original Design Manufacturer), has partnered with Nvidia to produce its high-performance Grace Blackwell Ultra Superchip (GB300).
The GB300 is a custom-built processor designed for AI workloads, with an estimated 1 petaflop of compute power. Wistron will leverage its expertise in ODM to manufacture the chip on a large scale, ensuring timely delivery to Nvidia's customers.
However, the success of Wistron's US facility hinges on its ability to meet Nvidia's expectations. If Wistron fails to deliver, it could have a negative impact on Nvidia's stock price.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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