From Nasdaq: 2025-04-28 16:49:00

IBM will invest $150 billion in the U.S. over the next five years, focusing on quantum computer and mainframe manufacturing. This mirrors commitments from Nvidia and Apple and aims to strengthen domestic technology production amidst tariff uncertainties. Analysts suggest the headline figure may be a strategic move to navigate potential trade conflicts.

Over $30 billion of the investment will go towards expanding IBM’s quantum and mainframe production in the U.S. Despite recent revenue challenges, IBM’s strong cash position allows for sustained R&D efforts. Future earnings will show how these investments impact IBM’s financials and leverage in the market, as the race for quantum computing progresses.

IBM’s $150 billion U.S. investment signals a dedication to American tech leadership, particularly in quantum computing and mainframe innovation. With a focus on domestic manufacturing, IBM aims to secure partnerships and contracts in the evolving tech landscape. However, challenges lie in the execution and adoption of quantum solutions amidst geopolitical uncertainties.



Read more at Nasdaq: IBM’s (IBM) $150 Billion U.S. Investment Pledge Fuels Quantum Manufacturing