Apple’s $600B US bet
Apple announced roughly $600 billion in new U.S. investment over four years to expand operations — including AI server production in Houston and new projects in Kentucky — aimed at localizing AI and hardware infrastructure. It’s a long‑term move to reduce supply‑chain risk and accelerate on‑device AI co‑design with domestic manufacturing. (aimagazine.com)
Apple publicly raised its U.S. investment commitment to $600 billion on Aug. 6, 2025 and simultaneously launched the American Manufacturing Program (AMP) to execute that four‑year plan. (businesswire.com) AMP’s first listed partners include Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor and Broadcom, and Apple said it will open an Apple‑Corning Innovation Center in Harrodsburg, Kentucky tied to domestic cover‑glass production. (businesswire.com) Apple detailed a roughly 250,000‑square‑foot server manufacturing facility in Houston that was slated to begin operations in 2026 as part of its U.S. expansion. (cnbc.com) The Houston site began shipping American‑made AI servers to Apple data centers ahead of schedule on Oct. 23, 2025, with Apple describing those systems as supporting Apple Intelligence and Private Cloud Compute. (appleinsider.com) On Feb. 24, 2026 Apple said Mac mini production will move to a new factory on the Houston campus later in 2026, a change the company said will double the campus footprint and add a 20,000‑square‑foot Advanced Manufacturing Center for workforce training. (apple.com) Apple said the AMP effort includes plans to directly hire 20,000 U.S. employees focused on R&D, silicon engineering, software and AI/ML while its supplier ecosystem supports roughly 450,000 jobs and manufacturing at 79 U.S. factories. (apple.com)
