Apple has pledged to invest an additional $100 billion in the United States, raising its total U.S. investment commitment to $600 billion over the next four years. The announcement came Wednesday, shortly after President Donald Trump warned of possible 25% tariffs on iPhones made overseas.
“Companies like Apple, they’re coming home,” Trump said in the Oval Office after receiving a U.S.-made souvenir from Apple CEO Tim Cook. “This is a significant step toward the ultimate goal of ensuring that iPhones sold in America also are made in America.”
The new investment will focus on expanding Apple’s U.S. supply chain and manufacturing footprint. It follows Apple’s earlier promise to hire 20,000 workers across the country. Still, the company stopped short of moving full iPhone assembly to the U.S.
Cook acknowledged the pressure but defended Apple’s global production strategy. Many components such as semiconductors, glass, and Face ID modules are already made in the U.S. he said. But final assembly will remain overseas “for a while.”
Analysts say the $100 billion pledge is meaningful—but not unexpected. These numbers align with Apple’s typical spending patterns.
“Today is a good step in the right direction for Apple, and it helps get on Trump’s good side after what appears to be a tension-filled few months in the eyes of the Street between the White House and Apple,” said Daniel Ives, an analyst with Wedbush Securities.
In May, Trump had threatened steep tariffs on Apple products built outside the U.S., a sharp reversal from earlier policy. That move cost Apple $800 million in the June quarter.
Now, the company is under pressure to adapt its global strategy as Trump pushes for American-made consumer tech.
