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DigiTimes
Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
Nvidia said it will accelerate production tied to the Vera Rubin project, while Quanta Computer announced plans to add three new US plants by the end of 2026. The remarks come as Quanta Cloud Technology leadership highlighted expanding GPU applications across training, edge computing, and storage, along with ASIC development. Computex 2025 commentary noted that Quanta’s server production is near full capacity, with expansion dependent on US tariff policies. The broader ecosystem context includes SK Hynix signaling a doubling of capacity over the next five years and BYD pursuing in-house chip development, pointing to a broader push toward higher-value, regionally located semiconductor capacity as trade frictions persist. Together, these developments reflect a growing emphasis on domestic manufacturing, AI infrastructure, and scientific computing workloads, while tariff risk and supply-chain realignments remain material uncertainties for timing and scale.
MonitorConfidence: MediumMid term horizon
Published 3 Jun 2026, 08:27 UTC1 min read
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Summary
TL;DR
- Nvidia accelerates Vera Rubin production
- Quanta to add three US plants by 2026
- GPU workloads expanding to training, edge, and storage
- Tariff policies cited as key expansion variable
- Computex 2025 context signals near-capacity server production
- SK Hynix to double capacity in five years
Interesting facts
- Vera Rubin is a major astronomy project requiring substantial compute, potentially driving demand for GPUs and HPC hardware
- Quanta’s expansion plan emphasizes a shift toward domestic manufacturing in the United States