Wistron opens $700M Fort Worth plant for Nvidia GB300 chips

A Taiwanese contract manufacturer opening a factory in Texas would not normally register, but the specifics of what Wistron just switched on in Fort Worth are worth pausing over. According to CNBC, the $700 million D1 smart facility, roughly 324,000 square feet, is the first US site mass-producing Nvidia's GB300 Grace Blackwell Ultra Superchip, with the Vera Rubin Superchip on the roadmap. Wistron Chairman Simon Lin and Nvidia CEO Jensen Huang cut the ribbon on July 21, and Wistron shares jumped 9.7% in Taiwan on the news.

The plant is not a token showroom. It is scaling to tens of thousands of boards per month this year, already employs more than 500 people, and is on course to reach 1,000 by year's end. Wistron is also flagging a follow-on D2 site with roughly twice the capacity of D1, which suggests they see this as an anchor, not a one-off.

The honest caveat is scale. A TrendForce note puts D1 at about 5% of Nvidia's total manufacturing output. That is a real dent, but it also means the overwhelming majority of AI server production still sits in Taiwan, and the political story of US-built superchips is running well ahead of the physical one. What the reporting does not give you is Wistron's cost premium per board versus Taiwan output, which US customers are first in line, or exactly when D2 comes online.

Still, the direction is the interesting part. Nvidia now has a domestic answer for its most advanced platform, US hyperscalers get an onshore supply option, and Fort Worth ends up with a durable advanced-manufacturing anchor tenant. The test that matters is whether D2, and whatever follows, actually move that 5% figure in a way that changes hyperscaler planning assumptions.