Surge of Investment Fuels Wave of Facility Construction, Expansion Across U.S.
Nividia, Novartis, and other firms are lined up to manufacture products to avoid tariffs, while our supply chain becomes more secured.
Are you tired of winning, yet? I hope not, because I have more winning to share with you.
A surge of investment is fueling a new wave of facility construction and expansion across the U.S., with both domestic and international companies announcing major projects in manufacturing, technology, pharmaceuticals, and logistics.
Nvidia has unveiled plans to design and build AI supercomputer factories in the United States for the first time, marking a significant shift in its manufacturing strategy and a major milestone for the domestic tech industry.
The company, in partnership with leading global manufacturers, will produce its advanced Blackwell AI chips in Arizona and assemble AI supercomputers in Texas. Mass production is expected to ramp up within the next 12 to 15 months.
Nvidia (NVDA.O) said it is planning to build AI servers worth as much as $500 billion in the U.S. over the next four years with help from partners such as TSMC, the latest American tech firm to back the Trump administration’s push for local manufacturing.
Monday’s announcement includes production of its Blackwell AI chips at TSMC’s factory at Phoenix, Arizona and supercomputer manufacturing plants in Texas by Foxconn and Wistron that are expected to ramp up in 12 to 15 months.
The move aligns the AI chip giant, majority of whose processors are made in Taiwan, with a clutch of tech firms that have pledged to bring manufacturing back to the U.S. amid threats of steep tariffs from President Donald Trump.
“It is unlikely Nvidia would have moved any production to the U.S. if it was not for pressure from the Trump administration,” said D.A. Davidson analyst Gil Luria.
“Nvidia just said it will produce supercomputers ENTIRELY built in the U.S.”
— America (@america) April 14, 2025
This is a personally exciting development for me. When I started in the safety business, I did a great deal of work with semiconductor firms. These businesses once flourished in this country, and it would be good to see this manufacturing capability returning.
But Nvidia isn’t the only considerable firm planning to build new facilities in this nation. Swiss pharmaceutical giant Novartis has announced a landmark $23 billion investment over the next five years to expand its manufacturing and research footprint in the US dramatically.
This initiative is one of the largest foreign direct investments in the U.S. pharmaceutical sector. It signals a strategic shift toward localizing production and strengthening supply chain resilience for the American market.
The planned investment includes six new manufacturing plants and a San Diego-based research and development site to be built over the next five years. Two of the six plants, which Novartis said will manufacture cancer therapies, are slated to be built in Florida and Texas.1
Novartis said it expects the projects to create more than 4,000 American jobs, including 1,000 roles at the company.
Novartis’ announcement comes after President Donald Trump earlier this week said his administration will “be announcing very shortly a major tariff on pharmaceuticals.”
…Novartis CEO Vas Narasimhan said tariffs were a consideration but not the driving factor behind the investment, Reuters reported Thursday.
#News: We are expanding our US-based manufacturing and R&D footprint with a planned $23B investment over the next 5 years.
🔗 https://t.co/jGBfesZqhb #NovartisUS pic.twitter.com/lYfaETHFuW
— Novartis US (@NovartisUS) April 10, 2025
There are many other firms with expansion plans as well, including a steel manufacturing company.
ArcelorMittal has announced plans to construct a new, advanced non-grain-oriented electrical steel (NOES) manufacturing facility in Alabama, with an investment of $1.2 billion. The facility will have the capacity to produce up to 150,000 metric tons of NOES annually, supporting various industries including automotive, renewable electricity production, and other industrial applications. The project is expected to create up to 1,300 jobs during the construction phase and more than 200 permanent positions.
“We recognize the importance of creating a resilient, sustainable domestic supply chain for this critical material,” said John Brett, CEO of ArcelorMittal North America. Construction is set to begin in the second half of 2025, with production anticipated to commence in 2027.
I am simply going to tap this sign.
I am simply going to tap this sign. pic.twitter.com/FgWqygQIvb
— Leslie Eastman ☥ (@Mutnodjmet) April 13, 2025
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Comments
Investment pretty much everywhere but Commiefornia.
Good news though a long way out. Many twists and turns between now and then. Hopefully within the next year businesses can see what the cost of capital will be.
This is very welcome news, but…
(You knew there was a “but” coming, didn’t you?)
Unless and until we sufficiently castrate the behemoth that is the federal government these investments are only good until the D’s take over again.
We have grown too used to the omnipotence of a rogue federal government that exists far outside of its charter. It occupies far too much of our lives through taxation and regulation beyond any marginal benefit.
IOW, unless we utterly destroy the radical progressive left, the warm fuzzies that you feel now will turn to a cold, steady rain.
It’s not just the progressives we have to worry about. There is an element of the republican party too that is dangerous. That would be the chamber of commerce crowd, the statists, the globalists, what is usually termed the uniparty. These are the ones that outsource our jobs, not just our factories, want H1Bs for their cheaper salaries, and immigrants both illegal and legal for their cheap labor. They don’t care about America and its people. What they care about is profit over America first, and believe they and by extension their families will stay elite and in power no matter what havoc they reak.
I believe there is a simple test that can be applied to all. Is your loyalty to this country and its citizens first? It’s simple. The answer is yes or no, and the only acceptable answer is yes whether you are a politician or a corporate executive.
So, none of the everyday stuff has ventured to come back yet.
This was never about socks
About the best that can be hoped for is garments moved out of China to somewhere else. Same with $5 items that come from the local bargain stored but made in China. Maybe moved to Mexico or Bangladesh etc.
Stop building in Texas. We have too many people who have moved in all our wild spaces. All our fines and ranches have been sold out go away.
There are plenty of manufacturing buildings lying empty all over the Midwest, that can be rebuilt, refurbished, where COL is lower .
People will come to where the jobs are
So stop destroying Texas
We’re full!
North Carolina is nearly the same way.
Excellent, now we need to secure our raw material supply chains. Doing so yesterday would have been better, but I’ll settle for right gd now.
This is good. But, meanwhile, Trump is playing politics with the Fed for their not lowering interest rates. Inflation is not below the 2% stated Fed goal. It is entirely prudent for the Fed to wait to have some idea what tariffs and the trillions Trump talks about being invested here do to inflation and the economy. Trump inherited a $2T annual deficit. That excess spending caused the excess inflation we have had. These new investments add more demand with out increasing supply any time soon.
My daughter is a Quality Assurance Manager at a pharmaceutical company in New England. The past few years they have been operating at half capacity with most of the work on the research side. They have started the process of making a generic antibiotic with plans to add 5 more.
Don’t count your chickens . . . . .
What secured our supply chain is Trump suspended all tariffs on Chinese electronics.
Perhaps instead of living in dreadful fear of that ferocious Ming Dynasty Vase replica you fear someone is only spending 25$ instead of 1250% on we could try going back to busting inflation instead of following Peter Retardo?
By the way the first Trump Administration had these investments to as did the Biden Administration?
Is Dr Fauci’s “if you died with it you died of it” now the gold standard?
By the way for Alabama investments
https://www.madeinalabama.com/2024/03/report-2023-growth-projects-to-inject-6-4-billion-into-alabama-communities/
“overnor Kay Ivey announced today that companies launching operations or expanding existing facilities in Alabama during 2023 are poised to make investments totaling over $6.4 billion, building on the state’s winning economic development track record with another year of steady job creation.”
Incredible these tariffs had an impact prior to Trump being president.
Or maybe it is because of Joe Biden’s inflation policy?
Or maybe inflation and picking winners and losers suck and states with good economic policies like Alabama prosper while states with crappy economic policies like Illinois have crappy economies?
But we seem to be going to the Fauci Standard.