Apple Inc. is expected to unveil a new $100 billion pledge to expand domestic manufacturing in the United States, a senior White House official confirmed on Wednesday. The move marks one of the tech giant’s largest commitments to reshoring production and comes amid heightened pressure from the federal government to bring manufacturing jobs back to U.S. soil.
The investment will be a fresh financial commitment, separate from Apple’s previously announced $500 billion in U.S. investments, which include a major artificial intelligence server plant in Texas and plans to create 20,000 new research and development jobs across the country.
While Apple has not yet issued a public statement regarding the new pledge, the announcement is expected to be made in coordination with the White House. The initiative aligns with President Donald Trump’s ongoing tariff-driven agenda aimed at incentivizing domestic production and reducing reliance on foreign manufacturing, particularly in China.
Apple has already begun shifting elements of its supply chain outside of China, sourcing iPhones from India and moving production of other products, such as Macs and Apple Watches, to Vietnam. However, many of its devices remain heavily dependent on global supply chains, and questions remain over which Apple products could ultimately face U.S. tariffs, as many are currently exempt.
“Today’s announcement with Apple is another win for our manufacturing industry that will simultaneously help reshore the production of critical components to protect America’s economic and national security,” said White House spokeswoman Taylor Rogers in a statement.
The previous $500 billion commitment from Apple spans a wide range of spending, including procurement from U.S. suppliers and investments in content creation for its Apple TV+ streaming service.
Trump’s tariff policies have already impacted Apple financially, costing the company an estimated $800 million in the June quarter alone. That cost pressure reportedly led to a spike in iPhone purchases earlier in the year, as customers rushed to buy before potential price hikes.
Investors responded positively to the news. Nancy Tengler, CEO of Laffer Tengler Investments, which holds Apple shares, called the move “a savvy solution to the president’s demand that Apple manufacture all iPhones in the U.S.,” adding that the market reaction suggests relief that Apple CEO Tim Cook is taking steps to defuse ongoing tensions with the administration.
White House economic adviser Kevin Hassett earlier hinted at the announcement during an appearance on Fox Business Network, suggesting Apple’s investment would add to a growing list of private-sector pledges under Trump’s manufacturing-first strategy.
