Apple Inc. (AAPL.US) announced today an ambitious $500 billion investment plan, entirely based in the United States. It is no secret that Apple’s plan was specifically designed to align with the protectionist policies of the new U.S. administration.
This becomes even more evident when looking at the investment timeline, which is set for the next four years—coinciding with the term of the current administration under Donald Trump. This marks Apple’s largest-ever commitment to U.S.-based investments. While this move aligns with Apple’s strategy to expand in the AI and chip sectors, questions remain regarding its financial feasibility and profitability.
Start investing today or test a free demo
Create account Try a demo Download mobile app Download mobile appKey Highlights:
🔹 Production & Infrastructure: Apple will build a new data center in Houston, Texas, dedicated to Apple Intelligence infrastructure, while expanding data centers in North Carolina, Iowa, Oregon, Arizona, and Nevada.
🔹 New Jobs: The investment is expected to create 20,000 new jobs in the U.S., representing a 12% increase in Apple’s workforce over the next five years.
🔹 Advanced Manufacturing Fund Expansion: Apple will double its U.S. Advanced Manufacturing Fund from $5 billion to $10 billion, supporting domestic chip production at TSMC’s Arizona facility.
🔹 AI & R&D Investments: A significant portion of the investment will focus on AI, silicon chip technologies, and research centers across multiple states, with an emphasis on machine learning and software development.
🔹 New Manufacturing Academy: A facility in Detroit will provide AI-driven manufacturing training, further strengthening Apple’s industrial presence in the U.S.
Despite the ambitious investment goals, the feasibility of this plan is questionable. So far, Apple has only outlined general areas of investment, but details regarding funding and profitability remain unclear. At this stage, the announcement appears more politically driven, catering to the Trump administration, rather than being dictated by actual investment needs in the U.S.
The numbers also suggest skepticism. Apple’s supply chain remains primarily overseas, with only 10% of it currently based in the U.S., making a large-scale domestic shift highly unlikely. Furthermore, the $500 billion figure seems disproportionately high compared to Apple's total investments of just $49 billion over the past three years.
The market’s initial reaction to Apple’s U.S. investment is mixed. Apple shares (AAPL.US) are up 1.00%, but given today's broader decline in the tech sector, the slight gain doesn’t seem so bad.
Source: xStation 5
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
