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NVIDIA partners with six suppliers to expand AI infrastructure capacity
NVIDIA is partnering with six supply-chain companies to expand global manufacturing amid rising demand for accelerated computing and full-stack AI factory platforms. Three agreements focus on substrates; the other three cover advanced packaging, semiconductor testing and CPO optics. NVIDIA plans to raise substrate capacity for its products to 2.5 times current levels over the next three years.
What to know
- 01
NVIDIA has paid KYEC a $1.1 billion advance to support new testing capacity in Singapore and the US, with mass production planned for February and April 2027, respectively.
- 02
With SPIL, NVIDIA targets a fifteenfold increase in CPO optical-engine capacity by mid-2027, followed by another doubling by the end of 2028.
Why it matters
NVIDIA’s substrate expansion requires support from upstream manufacturers, making these partnerships relevant to its effort to meet growing demand.
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