Nvidia commits over $3B this week to US, Korea AI buildout

Nvidia ↘ 2.70% unleashed a wave of manufacturing and infrastructure commitments this week totaling more than $3 billion, marking its most aggressive push yet to broaden the physical footprint behind the AI boom.

In the span of four days, the chipmaker announced a $1.5 billion prepayment to Amkor Technology ↘ 7.19% for advanced chip packaging in Arizona, a planned $1 billion investment in South Korea's Naver Corp. for AI data center expansion, and celebrated the opening of a $700 million Wistron factory in Fort Worth, Texas — the first U.S. site to produce Nvidia's GB300 Grace Blackwell Ultra superchip.

Amkor Partnership Brings Packaging Stateside

The Amkor deal, announced on July 23, channels a $1.5 billion prepayment — cash committed upfront against future capacity — to expand Amkor's advanced packaging and test operations in Arizona, where the company is already constructing a $2 billion facility in Peoria. The collaboration covers high-density interconnects and next-generation heterogeneous integration for AI chips. The prepayment structure lets Amkor build capacity ahead of demand without shouldering the full financial risk alone.stocktitan+3

Bloomberg first reported that the agreement will help Amkor boost its Arizona manufacturing, a step that reduces Nvidia's reliance on packaging facilities concentrated in Asia.bloomberg

Wistron's Texas Factory Begins GB300 Production

On July 21, Taiwan-based Wistron opened its D1 AI smart facility in Fort Worth, a 324,000-square-foot greenfield plant representing a combined $700 million investment. The site currently produces Nvidia's GB300 Grace Blackwell Ultra Superchip and will later expand to handle the next-generation Vera Rubin Superchip. Wistron shares surged nearly 10% following the announcement, according to CNBC.manufacturingdive+2

$1 Billion Naver Investment Anchors South Korea Push

Rounding out the week, Nvidia announced plans to invest $1 billion in Naver to help finance the expansion of an AI data center in Sejong, South Korea, Bloomberg reported on July 24. The funding would more than triple the facility's capacity from 55 megawatts to 200 megawatts by 2028, with Brookfield ↘ 1.99% committing up to $9 billion under a nonbinding term sheet. Nvidia's investment remains subject to closing conditions and Naver securing committed financing.stocktitan+1

"AI factories are the infrastructure nations need to compete and innovate in the intelligence era," Nvidia CEO Jensen Huang said in the announcement.stocktitan