Apple’s $500 billion bet on US innovation

Apple is making a bold move with a $500 billion investment in US facilities over the next four years. This shift not only strengthens domestic innovation but also positions the company to navigate geopolitical risks, particularly tariffs on Chinese imports.

Beyond job creation and infrastructure expansion, Apple is doubling down on AI and smart manufacturing, signalling a strategic push into the future of tech-driven sustainability. With new data centres, AI-focused training academies, and US-based chip production, the company is reinforcing its supply chain resilience while aligning with government incentives.

Is this a turning point for global supply chains, or just Apple hedging its bets?

Read the full analysis here.