NVIDIA and Apple invest billions in USA for AI and tech shift
On Monday, Nvidia announced a major investment in infrastructure for the development of artificial intelligence. Over the next four years, they plan to spend up to 500 billion dollars to relocate the production of advanced processors from Taiwan to the United States.
The American giant Nvidia, together with TSMC, plans to focus on the local production of advanced technologies. The company is aligning with the reindustrialization policy implemented by Joe Biden's administration, which includes tax incentives under the Inflation Reduction Act (IRA), and recently emphasized by President Donald Trump.
The tech giant announced that over the next four years, it will invest up to 500 billion dollars in the USA for the development of artificial intelligence. This includes the production of Nvidia's processors, which are currently mostly manufactured in Taiwan.
Jensen Huang, the CEO of Nvidia, emphasized to Reuters that expanding manufacturing in the United States will help the company better respond to the soaring demand for AI chips and supercomputers. He also noted that this move will reinforce Nvidia's supply chain and enhance its resilience against potential disruptions.
Huang also added that the production of AI chips and supercomputers in the USA will create hundreds of thousands of jobs in the coming decades, as reported by Reuters.
Apple will also spend 500 million dollars
Apple has similar plans to Nvidia. The smartphone manufacturer announced in February 2025 that it will spend 500 billion dollars on investments in the USA. This investment will also span four years, coinciding with the length of a presidency in the United States.
Most of Apple's consumer products are assembled outside the United States. The company plans to allocate half a trillion dollars not only to advanced technologies but also to projects such as producing series and films for its streaming platform, as noted by Reuters.
The agency emphasizes that in 2018, at the beginning of Donald Trump's first term, Apple promised domestic investments worth 350 billion dollars. Reuters does not specify the extent to which this plan was realized.
Meanwhile, the administration of US President Donald Trump quietly introduced tariff exemptions, excluding smartphones, computers, and other devices and electronic components, Bloomberg reported on Saturday. This could alleviate the price shock for consumers while benefiting giants in the electronics industry.
