Nvidia CEO Jensen Huang cites AI as catalyst for US manufacturing reshoring

Jensen Huang wants to build things in America, and he’s putting Nvidia’s money where his mouth is. The Nvidia CEO laid out a sweeping vision for AI-driven manufacturing reshoring, arguing that the construction of “AI factories” is quietly becoming the largest domestic industrial buildout in a generation. At the center of the push: a $2 billion partnership with Coherent to expand a facility in Sherman, Texas, dedicated to producing indium phosphide lasers used in chip interconnects. The project is expected to create roughly 1,000 jobs, with about 550 of those in advanced manufacturing, engineering, and technical roles. The numbers behind the narrative Huang estimates that AI infrastructure initiatives have already generated approximately 500,000 jobs across the United States. That figure spans construction, skilled trades, energy, and the kind of advanced manufacturing work that policy wonks have spent decades trying to bring back onshore. Nvidia’s broader ambition extends well beyond a single Texas facility. The company is pursuing deals to establish multi-gigawatt AI factory capacity, starting with an initial 4.25 GW in Ohio. For context, a single gigawatt can power roughly 750,00...