TAIPEI, May 16 — Taiwanese electronics giant Wistron Corp. announced Friday that its new U.S.-based manufacturing facilities will be ready next year to support Nvidia’s ambitious artificial intelligence (AI) server rollout. The move marks a significant step in Nvidia’s $500 billion plan to build AI supercomputing infrastructure in the United States over the next four years.
Wistron Aligns with Nvidia’s US AI Push
The announcement aligns with Nvidia’s April declaration that it will partner with Foxconn in Houston and Wistron in Dallas to manufacture AI-focused supercomputers. Both sites are expected to ramp up production within the next 12 to 15 months.
“I believe it’s exactly in line with what the customer announced. All our progress will follow the customer’s lead,” said Wistron CEO Jeff Lin, making his first public comments since Nvidia’s announcement.
Expansion and Diversification
Wistron confirmed that it is in active discussions with other potential clients to utilize the U.S. facilities for high-performance computing and AI-related products. While Lin declined to name specific companies, the move suggests Wistron is positioning itself as a key player in the growing AI hardware ecosystem.
To support its expansion, Wistron’s board has approved a $500 million investment into its new U.S. subsidiary, focusing on strategic growth and business development.
Navigating Global Trade and Demand
Lin also addressed the impact of U.S. restrictions on advanced chip exports to China, stating that demand from markets outside of China remains robust. “We expect to grow alongside our customers,” he said. “As for developments in the Middle East, most of them are essentially our indirect customers.”
That includes recent developments in the United Arab Emirates, where the country signed an agreement with the U.S. to build the largest AI campus outside the United States. Sources indicate the UAE could purchase as many as 500,000 of Nvidia’s most advanced AI chips annually, beginning in 2025.
Mexico as a Manufacturing Option
With the U.S. considering sweeping tariffs on imports from key trading partners, Wistron is also evaluating notebook production in Mexico. According to the company, such a move could shield it from potential tariffs under the United States-Mexico-Canada Agreement (USMCA).
Key Takeaway:
Wistron’s U.S. expansion not only reinforces its strategic partnership with Nvidia but also positions the Taiwanese manufacturer at the center of the rapidly evolving global AI infrastructure race.
