Apple announced a $500 billion commitment to infrastructure in the United States over four years, its largest commitment to domestic spending to date.
Apple said it will expand teams and facilities in Arizona, California, Iowa, Michigan, Nevada, North Carolina, Oregon, Texas, and Washington as part of its new spending.
With a new facility in Houston, Texas, Apple will reportedly double its investment in advanced manufacturing along with increasing investments in AI and silicon engineering. The company said in a press release that the Houston facility will produce servers to support Apple Intelligence, the “personal intelligence system that helps users write, express themselves, and get things done.”
‘We are bullish on the future of American innovation.’
Furthermore, the company will see an increase in supply management throughout all 50 states and increase employment in data centers, AI infrastructure, and Apple TV+ production in 20 states.
“We are bullish on the future of American innovation, and we’re proud to build on our long-standing U.S. investments with this $500 billion commitment to our country’s future,” CEO Tim Cook said.
He added, “From doubling our Advanced Manufacturing Fund to building advanced technology in Texas, we’re thrilled to expand our support for American manufacturing.”
While Apple boasted its increased domestic spending, reports have surfaced alleging that Microsoft has canceled contracts with at least two private data center operations in order to spend more money in the United States.
This reportedly involves Microsoft reallocating “a considerable portion of its international spend to the U.S.,” according to Data Center Dynamics.
An analysis suggested that channel checks found that Microsoft seemed to be pointing its spending stateside and slowing down on its international leasing.
Microsoft announced plans in January to spend $80 billion on AI data centers in 2025, with CFO Amy Hood reportedly revealing that the company has been “short [on] power and space.”
Microsoft was one of many companies in 2024 to announce investments in nuclear energy to power data centers and AI projects. The need for direct sources of energy to power these campuses has become an arms race for Microsoft, as well for as brands like Amazon and Oracle.
In fact, Texas Governor Greg Abbott (R) procured a report for possible small modular reactors in his state in hopes of bringing in over $50 billion in new economic output to Texas.
States like Virginia and Maryland have also become popular sites for SMRs and self-sustaining commercial campuses.
Apple added in its press release that the company is one of the largest taxpayers in the United States, having paid “more than $75 billion in U.S. taxes over the past five years, including $19 billion in 2024 alone.”
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