Wistron Says U.S. Nvidia Server Plants Ready in 2026

Moz Farooque

Fri, May 16, 2025, 12:58 PM 2 min read

Nvidia (NASDAQ:NVDA) partner Wistron says its U.S. plants to physique AI servers volition beryllium operational successful 2026, keeping gait with Nvidia's ain ramp-up plans, Reuters reports.

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Wistron CEO Jeff Lin confirmed that Dallas and Houston facilitiespart of much than 1 cardinal quadrate feet of commissioned manufacturing abstraction crossed Texas and Arizonawill travel the customer's pb and commencement producing Nvidia Blackwell-based AI servers adjacent year.

The Dallas works volition absorption connected server assembly, portion Houston, successful concern with Foxconn, volition grip investigating and module integration for some chips and systems. Wistron is besides successful talks to usage its U.S. facilities for different hyperscale clients, though details stay nether wraps.

This announcement comes a period aft Nvidia disclosed its strategy to manufacture and trial AI chips domestically, citing supply-chain resilience amid export curbs and geopolitical friction.

By localizing server accumulation successful the U.S., Nvidia aims to enactment up capableness for its rapidly increasing data-center business, which reported 50% year-over-year gross maturation successful Q1 and present represents implicit 60% of full sales.

Wistron's timeline dovetails with Nvidia's extremity to treble AI-server shipments by FY27, arsenic enterprises accelerate adoption of generative AI workloads.

Why It Matters: U.S. onshore accumulation of AI servers could alleviate logistics bottlenecks, unafraid proviso chains against export restrictions, and underpin sustained data-center expansion.

Nvidia has seen a beardown rebound successful caller weeks, with its banal jumping 15.1% implicit the past week and 20.4% successful the past monthdoubling the S&P 500's gains successful some timeframes. However, the six-month representation inactive shows a 4.84% decline, suggesting anterior weakness oregon consolidation earlier this caller surge. Year to date, Nvidia is present hardly successful affirmative territory, up 0.61%, trailing the broader market's 0.97% gain.

This nonfiction archetypal appeared connected GuruFocus.