International Business Machines Corporation (IBM) announced a major investment of $150 billion in the U.S. over the next five years, with over $30 billion earmarked for enhancing American manufacturing of mainframe and quantum computers. CEO Arvind Krishna emphasized that this commitment reflects IBM’s longstanding focus on American jobs and manufacturing since its inception 114 years ago. This move aligns with recent U.S. policies aimed at bolstering domestic manufacturing, including a “reciprocal” tariff strategy announced by President Donald Trump to support the production of tech components within the U.S.
IBM believes that this investment will empower the U.S. to take the lead in global computing and artificial intelligence, underscoring its operation of the “world’s largest fleet of quantum computer systems,” which will continue to be built and assembled domestically.
This announcement follows a similar initiative by IBM’s competitor, Nvidia, which intends to manufacture its AI supercomputers exclusively in the U.S., planning to invest up to $500 billion in American AI infrastructure over the next four years.
Additionally, IBM recently reported strong first-quarter financial results, posting revenues of $14.54 billion—higher than analysts’ expectations of $14.4 billion. The company’s net income decreased to $1.06 billion, down from $1.61 billion a year earlier, while its infrastructure division, responsible for mainframe computers, generated $2.89 billion, surpassing the forecasted $2.76 billion. Earlier this month, IBM also introduced its new z17 AI mainframe, reflecting its ongoing innovation in computing technology.
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