The Next Big Theme: March 2025

2025-03-19 15:52:00 ET

Summary

• Apple announced a $500 billion investment within the United States over the next four years, aiming to bolster domestic manufacturing, innovation, and job creation.
• To compete with popular AI chatbots like OpenAI’s ChatGPT and Anthropic’s Claude, Meta intends to launch the Meta AI app in Q2 2025, marking a significant step in the company’s goal to become the AI industry leader by year-end.
• In one of the biggest data center construction loans in history, a Utah data center developer secured a $2 billion+ financing for a massive 100-acre facility, underscoring the growing demand for facilities that support AI and its energy-intensive workloads.

U.S. Infrastructure

Big Tech’s U.S. Manufacturing Investments Surge Amid Reshoring Efforts ...

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