We’re seeing massive investment in U.S. manufacturing and innovation. • Apple is increasing its commitment from $500B to $600B to build in America, not just design here. • Micron is investing $200B for production of advanced memory chips. • IBM announced a $150B investment over the next five years. • NVIDIA said it will invest $500B in AI infrastructure. • Softbank, OpenAI, and Oracle are bringing together $500B investment in AI infrastructure. Trillions are coming back, and this is just the beginning.
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