Apple is poised to announce a fresh $100 billion investment dedicated to boosting U.S.-based manufacturing operations, according to a White House official cited in initial reports from Reuters. This new pledge builds on the tech giant’s existing commitment to inject $500 billion into the U.S. economy over the next four years, marking a significant escalation of its efforts to expand domestic production capabilities.
The previously announced $500 billion plan already encompasses several high-profile initiatives: the construction of a cutting-edge advanced manufacturing facility in Houston focused on producing servers that power Apple Intelligence, the filming of Apple TV+ content across 20 U.S. states, and deepened collaborations with American suppliers to strengthen the domestic supply chain. The new $100 billion commitment will further amplify these efforts, though specific details about how the additional funds will be allocated—such as potential new factory locations, targeted product lines, or partnerships—have not yet been disclosed.
This move comes amid mounting pressure from U.S. policymakers, most notably President Trump, who has publicly threatened to impose tariffs on Apple unless the company shifts more of its manufacturing activities from Asia to the United States. Historically, Apple has relied heavily on production hubs in India, China, and Vietnam for the assembly of its core devices, including iPhones, iPads, and Macs. However, this global manufacturing model has left the company vulnerable to tariff-related costs in recent quarters.
During Apple’s most recent earnings call last month, CEO Tim Cook revealed that the company incurred approximately $800 million in tariff-related expenses in the June quarter—slightly less than the $900 million it had projected in May. Looking ahead, Apple expects these costs to rise to $1.1 billion in the upcoming July-to-September quarter, underscoring the financial urgency of adapting its supply chain strategy to mitigate trade-related risks.
While Apple has not explicitly linked the new $100 billion commitment to the tariff threats, the timing suggests a strategic alignment with both policy pressures and the company’s long-term goal of diversifying its manufacturing footprint. Expanding U.S. production could help reduce reliance on Asian facilities, lower exposure to international trade tensions, and potentially qualify Apple for incentives under U.S. policies aimed at revitalizing domestic manufacturing—particularly in tech and semiconductor-related sectors.
In a statement ahead of the anticipated announcement, Apple CEO Tim Cook hinted at the company’s enthusiasm for deepening its U.S. roots, noting, “We’re excited to build on our long-standing history of investing in the United States.” This sentiment echoes Apple’s previous efforts to highlight its domestic impact, including job creation through supplier partnerships and investments in local tech ecosystems.
As of now, Apple has not confirmed the exact timing or venue for the official announcement of the $100 billion commitment, though reports indicate it could come as early as Wednesday. Industry analysts will be closely watching for details on how the funds will be deployed, as well as how the expanded U.S. manufacturing push might affect Apple’s product pricing, supply chain efficiency, and ability to meet consumer demand in the coming years.