Wistron jumps after opening Texas AI server plant for Nvidia

Wistron shares climbed 9.7% in Taipei on Wednesday after the Taiwan-based technology service provider opened its first U.S. facility for building artificial intelligence servers for Nvidia. For investors tracking the AI supply chain, the move puts another major Nvidia manufacturing partner deeper into U.S. production at a time when demand for AI infrastructure remains a central market theme.

The company said its D1 AI smart facility in Fort Worth, Texas, is a $700 million site spanning 324,000 square feet. Wistron said the plant is already producing Nvidia’s GB300 Grace Blackwell Ultra Superchip, described by the company as an advanced AI processing platform.

Wistron also said the facility will later add production of Nvidia’s Vera Rubin Superchip, a system tied to the next generation of AI computing. A superchip combines high-performance computing components into a platform used to power AI workloads, including the servers and data-center systems that train and run large AI models.

Wistron Chairman Simon Lin said in the company’s release that “in the next couple of years, this location will be one of the most important, as we build AI infrastructure here in the United States.”

What the Texas plant adds

Wistron said the Fort Worth site will increase domestic capacity to assemble and test Nvidia AI servers. Assembly and testing are key steps between chip design and finished AI systems: chips and other components are put into server units, checked for performance, and prepared for deployment in large data-center environments.

The company said those systems connect with Nvidia’s DSX infrastructure, which is used to deploy energy-efficient AI factories at scale. Nvidia uses the term “AI factories” to describe large computing facilities built to produce AI output, much like traditional factories produce physical goods.

Nvidia CEO Jensen Huang said in Wistron’s announcement that demand for AI factories is “incredible” and that they need to be produced everywhere.

Wistron described the Fort Worth facility as the core of its U.S. manufacturing operations. The company said its production model will rely on digital manufacturing, energy optimization and local operations.

Taiwan tech firms expand in the U.S.

The plant opening adds to a broader shift among Taiwanese technology companies building more capacity in the United States. CNBC reported that Taiwan Semiconductor Manufacturing Co. announced last week that it is increasing its Arizona investment.

Nvidia says its partner manufacturing network spans 43 U.S. states. The company lists partners including Wistron, TSMC and Foxconn, and says those operations are expected to contribute an estimated $485 billion to U.S. gross domestic product in 2026. Gross domestic product, or GDP, is the total value of goods and services produced in an economy.

For Wistron, the immediate market reaction was clear in Taiwan trading. The bigger investor question is how much revenue and margin the company can capture as Nvidia’s AI server ecosystem grows, but Wistron did not provide financial targets for the Fort Worth facility in its announcement.

This story draws on original reporting from CNBC.