IBM to Invest $150 Billion in US over Next Five Years to Aid Quantum Push

Reuters
2025/04/28

April 28 (Reuters) - IBM will invest $150 billion in the U.S., including on facilities for quantum computer production, over the next five years, the latest American technology company to back the Trump administration's push for local manufacturing.

The company's announcement on Monday follows similar pledges by tech giants such as Nvidia and Apple, both of which have said they would spend about $500 billion each in the country over the next four years.

Several analysts see the spending commitments as overtures to U.S. President Donald Trump, whose tariffs threaten to roil supply chains and raise costs for the technology industry.

IBM, also a significant government contractor, said more than $30 billion of the total investment would be used to expand its U.S. manufacturing of quantum computers and mainframes — systems used for handling vast data and critical applications.

The company operates one of the world's largest fleet of quantum computing systems, which promise to offer performance thousands of times more powerful than traditional computers.

"While we believe IBM will continue to invest in the emerging area of quantum technology, the bombastic figure is more likely a gesture towards the U.S. administration," said D.A. Davidson analyst Gil Luria, noting that Big Tech was using the investment pledges as a shield against trade conflicts.

Recent breakthroughs in quantum computing, including a new generation of chips announced by Alphabet's Google in December, have driven up interest in the sector, though executives remain divided on when the technology will have real-world applications.

Google aims to release commercial applications in five years, while Nvidia's CEO Jensen Huang predicts a 20-year wait for practical uses.

IBM said last week 15 of its government contracts were shelved under a cost-cutting drive by the Trump administration, a setback that eclipsed its upbeat June-quarter revenue forecast and sent its shares lower.

The company had cash and cash equivalents of $14.8 billion as of December 31. It spent $1.13 billion on capital expenditure last year, while total expenses were $29.75 billion.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10