Apple is the outlier: a very large US commitment with essentially no owned hyperscale data center capacity disclosed. It announced on 24 February 2025 that it will spend more than $500 billion in the U.S. over the next four years, including a Houston AI server factory and 20,000 R&D jobs; the commitment was subsequently raised by $100 billion, and Apple now references a $600 billion commitment. The Houston Advanced Manufacturing Center, opened 13 August 2026, is a server manufacturing plant, not a data center; Apple discloses no MW figure, no site-level data center capex, and no PPA structure in the fetched sources.
Reported and guided spending
Audited, reported and guided figures as the filing or release states them. Reported lines are what was spent, and guidance is what management expects. They sit side by side and are never combined.
| Period | Kind | Amount | As stated | Sources |
|---|---|---|---|---|
| 2025-2029 US commitment | guidance | ≥$500B | 'Apple will spend more than $500 billion in the U.S. over the next four years', announced 24 February 2025; a total US commitment spanning silicon, components, cover glass, suppliers and R&D, not a data center capex figure, and should never be summed with hyperscaler data center capex |
|
| raised US commitment | guidance | $600B | The commitment was subsequently raised by $100 billion, and Apple now references 'a $600 billion commitment last year'; total US commitment, not data center capex |
|
| data center capex | reported | n.a. | n.a. (no data center capex disclosed); MW n.a.; Apple-owned NA data center dollar figures n.a.; delayed/paused capacity n.a. |
Where Apple builds
| Site | State | Place | Capital | MW | Status | Sources |
|---|---|---|---|---|---|---|
Advanced Manufacturing Center, Houston Production started late 2025 ahead of schedule; opened 13 August 2026 |
Texas | Houston | n.a. | n.a. | operating |
Financing transactions
Sourced facts on Apple
- Production at the Houston facility started ahead of schedule in late 2025.
- Houston is a server manufacturing plant, not a data center; the $500B to $600B figure spans silicon, components, cover glass, suppliers and R&D and is not a data center capex figure.
Sources for Apple
Every source cited on this page, once each.
- apple.comApple Newsroom
- foxbusiness.comFox Business
- 9to5mac.com9to5Mac
- timesofoman.comTimes of Oman
- cnbc.comCNBC
- apple.comApple Newsroom
- reuters.comReuters
- cnbc.comCNBC
- khou.comKHOU/Houston Business Journal
More in the Index
Capital figures come from the Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so each figure appears as its source states it and none are added into a single deployment number. Informational, not investment advice.
Seven references, one system
Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it.