# SAVRN Index: Apple AI Infrastructure Profile Source: https://savrn.com/ai-index/companies/apple Markdown alternate of the page above; the site index is https://savrn.com/llms.txt --- [SAVRN Index.](https://savrn.com/ai-index) Explore the IndexCompanies 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. Updated October 25, 2026Capital record from the Capital Atlas Named sites 1 Site commitments on record for Apple Disclosed site capital n.a. Named sites with a stated dollar figure. A floor, not a capex total Disclosed capacity n.a. Named sites with a stated megawatt figure Financing transactions 0 Transactions naming Apple or one of its sites Sources 9 Every cited page, listed below MarketMarket data from TradingView, delayed Loading NASDAQ:AAPL from TradingView Spending ## 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. | | Named sites ## Where Apple builds | Site | State | Place | Capital | MW | Status | Sources | | --- | --- | --- | --- | --- | --- | --- | | Advanced Manufacturing Center, HoustonProduction started late 2025 ahead of schedule; opened 13 August 2026 | [Texas](https://savrn.com/data-center-capital-atlas/texas) | Houston | n.a. | n.a. | operating | | Financing ## Financing transactions No financing transaction on record names Apple or attaches to one of its sites as of October 25, 2026. The record ## 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 ## Sources for Apple Every source cited on this page, once each. - apple.com[Apple Newsroom](https://www.apple.com/newsroom/2026/08/apple-opens-advanced-manufacturing-center-in-houston/) - foxbusiness.com[Fox Business](https://www.foxbusiness.com/politics/apple-building-american-made-ai-servers-ahead-schedule-new-houston-facility-answering-trump-call) - 9to5mac.com[9to5Mac](https://9to5mac.com/2025/10/23/apple-coo-touts-accelerated-timeline-for-houston-built-ai-servers/) - timesofoman.com[Times of Oman](https://timesofoman.com/article/175595-apple-opens-advanced-manufacturing-center-in-houston) - cnbc.com[CNBC](https://www.cnbc.com/video/2026/08/13/apple-says-60-billion-of-its-us-investment-push-is-going-to-texas.html) - apple.com[Apple Newsroom](https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/) - reuters.com[Reuters](https://www.reuters.com/technology/artificial-intelligence/apple-plans-texas-factory-ai-servers-20000-research-jobs-2025-02-24/) - cnbc.com[CNBC](https://www.cnbc.com/2025/02/24/apple-to-open-texas-ai-server-factory-in-500-billion-us-expansion.html) - khou.com[KHOU/Houston Business Journal](https://www.khou.com/article/money/business/houston-business-journal/apple-texas-investiment/285-50654c3d-5df0-46b6-88a2-ad7c546236f8) Hyperscaler ## More in the Index [Alphabet / Google](https://savrn.com/ai-index/companies/alphabet)[Amazon (AWS)](https://savrn.com/ai-index/companies/amazon)[Meta Platforms](https://savrn.com/ai-index/companies/meta)[Microsoft (Azure)](https://savrn.com/ai-index/companies/microsoft)[Oracle](https://savrn.com/ai-index/companies/oracle) Capital figures come from the [Capital Atlas](https://savrn.com/data-center-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. Sources The SAVRN reference set ## 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. Capital Atlas Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company. [Open the atlas →](https://savrn.com/data-center-capital-atlas) Delay Watchlist Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue. Open the watchlist → Moratorium Tracker The policy layer: every state measure and local moratorium mapped and cited, with one page per state. Open the tracker → Water Tracker Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger. Open the water tracker → Grid Operator Watchlist ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize. Open the watchlist → Permits and Power Development Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records. Open the permits tracker → SAVRN Scarcity Tracker Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling. Open the scarcity tracker → Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding. [Check an address →](https://savrn.com/site-intelligence)