This week, Nvidia and its partners Amkor, Foxconn, SPIL, TSMC, and Wistron announced plans to build $500 billion worth of AI hardware in the U.S. over the next four years. The announcement included the production of actual AI processors, their testing and packaging, as well as assembling actual AI servers. But, while the announcement represents a plan to build half a trillion dollars’ worth of AI hardware, it lacks detail, which casts doubt on whether it can be done. So, we decided to take a closer look.
