Responding to the manufacturing industry reshoring trend, Apple Inc. (AAPL.US) has shipped its first batch of "Made in America" AI servers from Texas.

Apple Inc. (AAPL.US) announced on Thursday that its factory in Houston, Texas has started shipping advanced servers for artificial intelligence applications. These servers are a core part of Apple Inc.'s commitment to invest $60 billion in advanced manufacturing, suppliers, and other areas in the United States. The landing of this server production capacity coincides with the U.S. government's push for reshoring manufacturing policies, aligning with the policy direction long advocated by U.S. President Trump for technology companies to expand domestic production. It is reported that the servers at the Houston factory will be equipped with Apple Inc.'s proprietary chips, providing computational support for Apple Intelligence and private cloud computing services. Apple Inc. Chief Operating Officer Sabih Khan emphasized in a statement that the project team achieved early production through accelerated factory construction, and plans to continue expanding next year to increase output. The production base is expected to create thousands of jobs, marking a significant transformation of Apple Inc.'s server product line from overseas production to domestic manufacturing in the United States. Looking back at the project timeline, Apple Inc. first disclosed its plans for assembling servers domestically in the U.S. in February 2025. In August, CEO Tim Cook met with Trump and announced increased U.S. spending, particularly targeting semiconductor companies through a project called the "Made in America Manufacturing Plan." Cook gave Trump a gift themed around the American-made Corning Inc. glass used in iPhones and Apple Watches. In July, Apple Inc. also partnered with Michigan State University to build a manufacturing college and create an industry-academic-research collaborative network. While Trump has publicly praised Apple Inc.'s investment commitments in the U.S., he has also occasionally urged for the complete transfer of iPhone production lines to the U.S. Industry experts point out that such a transfer involves challenges such as supply chain restructuring and cost optimization, and is expected to take several years to achieve. In terms of tariff policies, the Trump administration has implemented and then cancelled tariff adjustments on Apple Inc.'s supply chain, highlighting the complexity of policy-making. Apple Inc. currently imports computers and phones from China, India, and Vietnam. In September, Cook stated that Apple Inc. is aiding U.S. manufacturing through partnerships with American semiconductor suppliers, and its investments and expertise are driving chips to be completely manufactured and packaged in the U.S. "You can create enormous added value by stitching together the semiconductor end-to-end supply chain through globalization," Cook said. "I cannot emphasize enough how important this is and how much gain it will bring us."