Tech giant to invest billions in US, another nod to Trump

According to analysts quoted by Reuters, the announced domestic investments by companies such as Apple, Nvidia and IBM are a nod to the trade policies of the Donald Trump administration , which threaten their supply chains.

IBM to invest billions to produce computers that support mission-critical systems

IBM said more than $30 billion of the total investment will be used in the U.S. to expand production of quantum computers and mainframes, systems used to handle massive amounts of data and critical applications.

“While we believe IBM will continue to invest in the emerging area of ​​quantum technology, the bombastic amount is more of a gesture to the US administration,” said DA Davidson analyst Gil Luria, noting that Big Tech had used investment promises as a shield against trade conflicts.

Are quantum computers still the future?

Recent breakthroughs in quantum computing, such as the generation of chips announced by Google in December 2024, have fueled interest in the sector, although experts remain divided on when the technology will find real-world applications.

IBM said last week that 15 of its government contracts had been shelved due to cost-cutting by the Trump administration, dimming an optimistic revenue forecast for the June quarter and driving down its stock value.