Apple to Invest $100bn After Pressure from Trump
Apple Inc. has announced plans to inject an additional $100 billion into its U.S. operations, responding to mounting pressure from President Donald Trump to shift more of its production stateside.
The move builds on Apple’s earlier commitment of $500 billion in domestic spending over four years. According to the White House, this latest pledge is expected to drive greater local manufacturing of Apple components and stimulate expansion across its American supply chain.
Speaking at a formal announcement in Washington on Wednesday, President Trump hailed the decision, describing it as a “massive” boost to U.S. manufacturing. He revealed that the investment would fund new data centres, as well as a smart glass production facility in Harrisburg, Kentucky – key to Apple’s iPhones and smartwatches.
Trump further claimed that Apple’s decision would spare it from a planned 100% tariff on chips and semiconductors – though he provided no further specifics. He added that other companies could also avoid such levies by increasing domestic investments.
Appearing alongside the president, Apple CEO Tim Cook – who donated $1 million to Trump’s inaugural committee – reiterated the company’s long-standing commitment to the U.S. economy. He noted that the initial $500 billion investment was already delivering results and that the additional funds would deepen Apple’s domestic footprint.
“This new investment will accelerate production in the United States for critical Apple components used around the world,” Cook said. He also presented Trump with a handcrafted glass statue, assembled at the Resolute Desk in the Oval Office.
Apple’s stock surged over 5% following the announcement.
While analysts caution that restructuring Apple’s vast supply chain would take time, the company’s increased U.S. commitment is seen as a strategic move to win leniency in the face of escalating tariffs.
“Apple’s announcement today is another win for American manufacturing and a clear sign that our economic policies are working,” a White House spokesperson said.
Apple, which has long relied on Chinese factories for the bulk of its production, initially avoided duties during Trump’s first term by making large-scale investment promises in coordination with the administration.
However, a new wave of tariffs imposed earlier this year – including a 30% levy on Chinese-made goods – has forced Apple to reconfigure its global supply strategy. The company has increasingly turned to India and Vietnam to ship products to the U.S., though border taxes still cost it more than $800 million in the quarter ending June.
With tariffs on Indian exports set to rise to 50%, Apple expects to pay another $1.1 billion in the coming months, despite receiving exemptions for certain electronics back in April.
During an investor call, Cook highlighted other U.S.-focused initiatives, including a planned manufacturing academy in Michigan and a $500 million sourcing deal with MP Materials, a rare-earths supplier partly backed by the federal government.
Despite the fanfare, analysts remain cautious.
Paolo Pescatore, tech analyst and founder of PP Foresight, commended Cook’s leadership but warned against overestimating the short-term impact. “It’s not realistic to expect Apple’s entire supply chain to shift to the U.S. overnight,” he said. “There are still many moving parts.”
