Michelle ThompsonApple plans to invest over $500 billion (£396bn) in the US within the next four years, beginning with an advanced manufacturing facility in Texas.
The company expects to generate 20,000 jobs, primarily in research, software, and artificial intelligence (AI). However, it remains unclear how much of this investment accelerates existing operations. The spending covers supplier costs, Apple TV+ productions, and other activities.
The announcement follows a meeting between Apple CEO Tim Cook and then-President Donald Trump, who prioritized corporate investment in the US. Apple called this its “largest-ever spend commitment” and highlighted its support for American manufacturing.
“We are optimistic about the future of American innovation,” Cook stated.
The upcoming 250,000-square-foot facility in Houston, Texas, will manufacture servers—previously produced overseas—to support Apple Intelligence, the firm’s AI platform. The site is scheduled to open in 2026 and create thousands of jobs.
Additionally, Apple is expanding data centers in North Carolina, Iowa, Oregon, Arizona, and Nevada while doubling its US manufacturing fund from $5 billion to $10 billion.
Trump had previewed the announcement, linking it to his trade policies, including tariffs. On social media, he credited his administration’s approach for Apple’s investment, asserting it would not have happened otherwise. He has previously pushed for increased domestic manufacturing, leveraging tariff threats to encourage US-based production.
Last month, Trump imposed a 10% border tax on all Chinese imports, affecting Apple’s significant manufacturing presence there. He has also proposed tariffs on products from Mexico, Canada, and other nations.
Wedbush Securities analyst Dan Ives described Apple’s move as a strategic effort to diversify its manufacturing operations while aligning with Trump’s US investment push.
“Cook is 10% politician, 90% CEO,” Ives noted.
In 2021, Apple pledged a $430 billion US investment and 20,000 new jobs over five years. Ives suggested Monday’s announcement does not indicate a major shift in Apple’s China manufacturing strategy, as the focus remains outside key Chinese operations.
