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SAVRN Research · Capital Atlas · Hyperscaler

Apple Data Center Capex and Sites

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 8, 2026 1 named site 0 financing transactions 2 sourced facts 9 sources
Apple logo
Apple
AAPL
Hyperscaler
Financing regimebalance-sheet; no disclosed data center capex, project finance, or PPA structure
Named sites
1
Site-level commitments the atlas ties to Apple
Disclosed site capital
n.a.
Sum of named sites with a stated dollar figure. Not a capex total; see the spending table
Disclosed capacity
n.a.
Sum of named sites with a stated megawatt figure
Financing transactions
0
Transactions naming Apple or tied to one of its sites
Spending

Reported and guided spending

Audited, reported and guided figures as the filing or release states them. Reported lines are what was spent; guidance is what management said it expects. They are shown side by side and never combined.

PeriodKindAmountAs statedSources
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

SiteStatePlaceCapitalMWStatusSources
Advanced Manufacturing Center, Houston
Production started late 2025 ahead of schedule; opened 13 August 2026
Texas Houston n.a. n.a. operating
Financing

Financing transactions

No financing transaction in the atlas names Apple or attaches to one of its sites as of October 8, 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. The full atlas source register is at Capital Atlas sources.

Hyperscaler: one page each

The figure beside each provider is its count of named sites in the atlas.

Part of the North American Data Center Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so this page shows each figure as its source states it and never adds them into a single deployment number. Informational, not investment advice.
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.

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