The White House has begun a non-exhaustive running list of announcements for large U.S.-based investments. While there’s some nuance to the numbers, the totals represent an unprecedented influx of investments into the U.S. While markets are still seeing substantial volatility from ongoing tariff and trade war concerns, recent announcements suggest many major companies are relatively unfazed by short-term volatility, opting instead to stay the course towards long-term growth prospects.
According to recent announcements, both global corporations and sovereign nations have pledged a staggering $4.82 trillion to reshape America's industrial, technological, and manufacturing sectors. From AI infrastructure and chip manufacturing to energy, pharmaceuticals, and logistics, the U.S. is, in no uncertain terms, actually seeing some major wins. According to Fox Business, these initiatives are expected to create over 451,000 new jobs over their respective timeframes.
AI Investments: +$1.5 Trillion
The U.S. is the undisputed leader in artificial intelligence (AI) currently. While some Chinese competitors are certainly close behind, the amount of money being invested into America for AI ventures is mind-boggling. The investments were kicked off by “Project Stargate,” a $500 billion investment and joint venture between Softbank (SFTBY), OpenAI, Oracle (ORCL), and others to build out U.S.-based AI infrastructure.
In response, Apple (AAPL) announced a $500 billion investment into U.S. manufacturing, training, and AI infrastructure. And then came Nvidia’s (NVDA) announcement for a $500 billion investment.
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Interestingly enough, there’s actually minimal overlap between the funding and announcements.
Apple's investment focuses broadly on U.S. manufacturing, silicon engineering, AI infrastructure for its own devices, and workforce development, independent of OpenAI or Nvidia’s activities. Their announcement did include some restatements of existing projects, but it added some new initiatives as well.
OpenAI’s Stargate project is centered around building massive AI compute infrastructure to support advanced model training and national security priorities. Nvidia, meanwhile, is investing to build a domestic AI chip and supercomputer manufacturing ecosystem, supplying clients like OpenAI but also targeting broader market needs.
Although there is some shared reliance on suppliers like Taiwan Semiconductor (TSM), also known as TSMC, each company's $500 billion commitment addresses distinct strategic goals, making the investments largely additive rather than duplicative. TSMC, for its part, announced plans to increase U.S. investment in semiconductor manufacturing by $100 billion in early March. Siemens also announced a $285 million investment in AI infrastructure in Texas and California, expected to create 900 skilled manufacturing jobs.
Foreign Investments: +$3 Trillion
The United Arab Emirates (UAE), Saudi Arabia, Japan, and Taiwan all pledged increased investments into the U.S., totaling over $3 trillion. The UAE committed $1.4 trillion over the next 10 years, although details regarding specifics are scarce. However, it did include plans to build an aluminum smelting facility within the U.S. — the first aluminum smelter in America in 35 years — and a $25 billion U.S.-focused initiative to invest in energy infrastructure and data centers. UAE-backed xAI’s plans to invest $100 billion into data centers, alongside Nvidia, were also included in that number.
Saudi Arabia announced $600 billion in investments in the U.S. over the next four years, but President Trump has said he wants to get that number up to $1 trillion. The $600 billion includes purchases of U.S. goods, like weapons and equipment, as well as investments into various ventures within the country.
Japan announced intentions to boost its U.S.-based investments to $1 trillion in 2025, or about a $217 billion increase from 2023 levels. Taiwan also announced plans to increase their U.S. investments, but there are currently no specific details around the deal, outside the above-mentioned TSMC investment.
Tourism, Food & Entertainment: $55.2 Billion
While AI investments are certainly drawing in the biggest numbers and receiving most of the hype, there have been some other big wins in more traditional fields.
Clasen Quality Chocolate announced a $230 million investment, creating 250 new jobs, for a production facility in Virginia. Paris Baguette will be investing $160 million into continued U.S. retail expansion, and a new Texas-based manufacturing plant is expected to create 450 jobs. Asahi Group is one of the largest Japanese alcoholic beverage manufacturers, with brands like Asahi, Peroni, Octopi, and Kozel. The company announced a $35 million investment to boost production in Wisconsin of Octopi.
Blow Pops manufacturer Charms LLC announced a $97.7 million investment in Covington, Tennessee, to expand operations, which is expected to create 62 new jobs. Diageo (DEO), another alcoholic beverage maker, announced a $415 million investment into a new Alabama facility. Finally, Chobani announced a $1.2 billion investment into New York and $500 million into Idaho, expected to create over 1000 full-time jobs.
While not yet listed on the White House website, Disney (DIS) recently added a page to its website outlining ‘Disney’s Impact on The American Economy.’ The initiative highlighted a March announcement to invest $30 billion into its theme parks, which will create 10,000 new jobs, according to the release. It further highlighted the $23 billion they will spend this year on movies and television.
Pharmaceuticals & Healthcare: $166 Billion
The list consists of a substantial number of pharmaceutical companies announcing expansion plans. The biggest of these is Johnson & Johnson's (JNJ) $55 billion investment into a diverse array of fields. The announcement forecasts over $100 billion in yearly economic impact from three new advanced manufacturing facilities across the country, and a host of research and development initiatives. J&J says this is a 25% increase from the previous four years, meaning there is a substantial amount of net new investment expected.
Roche (RHHBY), another pharmaceutical giant, announced a $50 billion investment for new and expanded manufacturing facilities in Indiana, Pennsylvania, Massachusetts, California, and one unannounced site. Eli Lilly (LLY) and Novartis (NVS), both Swiss drugmakers, announced $27 billion and $23 billion investments into the U.S., respectively. Merck (MRK) announced $8 billion in new investments, including a $1 billion manufacturing facility in North Carolina.
There were also several smaller deals announced and highlighted, including:
- Abbott Laboratories (ABT): $500 million
- Regeneron Pharmaceuticals (REGN): $3 billion
- LGM Pharma announced a $6 million investment into a Texas manufacturing facility.
Other Industries: $58.74 billion
The remaining investments cover a diverse array of fields, from bike manufacturing to logistics. The largest companies on the list include Hyundai and Stellantis (STLA), two car manufacturers, which have announced a $21 billion U.S. investment and a $5 billion investment, respectively. Stellantis also recently announced some layoffs, citing tariff concerns; so, the overall impact of this might be overstated. Toyota (TM) recently announced a smaller $88 million investment into West Virginia.
CMA CGM announced a $20 billion investment into the U.S. to expand America’s shipping and logistics, which is expected to create 10,000 jobs. Clarios, a major battery manufacturer, announced a $6 billion investment to expand U.S. manufacturing. And NorthMark announced a $2.8 billion supercomputing facility in South Carolina.
Some other smaller, but nonetheless notable announcements listed include:
- GE Aerospace (GE): $1 billion
- Schneider Electric: $700 million
- GE Vernova (GEV): $600 million
- AIP: $500 million
- Eaton (ETN): $240 million
- Fiserv (FI): $175 million
- TS Conductor: $134 million
- ABB: $120 million
- Saica: $110 million
- AeroVironment (AVAV): $42.3 million
- Saint-Gobain $40 million
And a handful of others totaling just over $97 million. Excluded from this are about $45 billion in deals added to the White House's list, but were already included in the previously covered UAE deal.
Conclusion
While short-term challenges like tariffs and global economic uncertainty persist, the scale and diversity of these investments highlight a deep, sustained belief in America's innovation, infrastructure, and growth potential. If these commitments materialize as planned, they could reshape the U.S. economy for decades to come.
On the date of publication, Caleb Naysmith did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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