Wistron opens Texas AI server plant as Nvidia manufacturing push lifts shares

Wistron opens Texas AI server plant as Nvidia manufacturing push lifts shares
Wistron opens Texas AI plant

Taiwanese contract electronics makers are expanding U.S. production as demand for artificial intelligence infrastructure accelerates. Against that backdrop, Wistron shares rose 9.7% on Wednesday after the company opened its first U.S. facility in Fort Worth, Texas, to build AI servers for Nvidia.

Highlights

  • Wistron opened a $700 million, 324,000-square-foot AI server plant in Fort Worth, Texas, currently producing Nvidia’s GB300 Grace Blackwell Ultra Superchip.
  • The plant will expand to manufacture Nvidia’s Vera Rubin Superchip, anchoring Wistron’s U.S. AI infrastructure buildout and supporting Nvidia's DSX infrastructure for energy-efficient AI factories.
  • Wistron's investment highlights broader Taiwanese tech expansion in the U.S. and secures its role in the expanding AI server supply chain as domestic demand surges.

Texas plant anchors U.S. AI server buildout

As reported by CNBC, Wistron’s new D1 AI smart facility in Fort Worth is a $700 million, 324,000-square-foot site that currently produces Nvidia’s GB300 Grace Blackwell Ultra Superchip. The plant is later set to expand to make Nvidia’s Vera Rubin Superchip, which the companies describe as important for the next generation of AI computing.

Wistron Chairman Simon Lin said in a press release that the Texas location is set to become one of the company’s most important sites over the next couple of years as it builds AI infrastructure in the U.S. Wistron also said the Fort Worth plant will serve as the core engine of its U.S. manufacturing operations and reflects the next phase of AI infrastructure development.

The company said the facility is ramping up production of Nvidia AI servers and expanding domestic capacity to assemble and test systems that integrate into Nvidia’s DSX infrastructure for energy-efficient AI factories at scale. Wistron added that the production model is built on digital manufacturing, energy optimization and local operations.

Broader U.S. expansion by Taiwanese tech groups

The new Texas footprint underscores a wider shift by Taiwanese technology companies to deepen their manufacturing presence in the U.S. That trend gains momentum after TSMC said last week that it is increasing its investment in Arizona.

Nvidia Chief Executive Officer Jensen Huang said demand for AI factories, which he called the engine of the next industrial revolution, is strong and requires production capacity in multiple locations. For Wistron, the Fort Worth investment strengthens its position in the fast-growing AI server supply chain while supporting a broader push to localize advanced computing infrastructure in the U.S.

In our earlier article on Hut 8’s Beacon Point AI data center campus in Texas, we covered how the company finalized commercialization of the 1-gigawatt site by securing a second 15-year contract valued at $9.8 billion, lifting total contracted capacity and cumulative deal value. We also noted Hut 8’s strategic pivot from Bitcoin mining toward AI data center infrastructure and high-performance computing, alongside mixed near-term technical signals despite a bullish longer-term setup.

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