Apple Commits Additional $100B to U.S. Manufacturing and AI Infrastructure
Apple has announced a $100 billion increase in its U.S. investment, bringing its total domestic spending to $600 billion over four years. The expansion includes a new American Manufacturing Program aimed at boosting production of critical components like chips and AI servers. Facilities in Texas, Kentucky, and Arizona are already underway, with the first AI server test unit recently produced in Houston.
The MOVE aligns with broader tech reshoring trends, accelerated by geopolitical factors such as tariff threats on semiconductors. Apple's commitment also encompasses rare earth mineral sourcing and supply chain partnerships, reflecting a strategic pivot toward infrastructure and AI development amid mounting competitive pressures.