NVIDIA & Wistron: Reindustrializing America With Advanced Manufacturing
NVIDIA is mass-producing GB300 AI supercomputers at Wistron facilities in the US like smartphones.
“The data centers of the past were called data centers. Yes, because they store prerecorded information... that retrieval based computing model is now being replaced by a generative model where we generate intelligence based on your question.”
Jensen Huang at GTC described NVIDIA's shift from retrieval-based to generative computing as requiring a 10x increase in chip demand, reframing data centers as 'AI factories.' He highlighted the GB300 AI supercomputer—1.5M parts, 2 tons, $4M—now being produced at volume at Wistron in the US as part of a broader American reindustrialization push. The framing of tokens as a commodity with inherent value (analogous to Netflix pixels) signals a maturing monetization narrative for AI inference infrastructure.