President Donald Trump completed a successful tour of the Middle East that resulted in foreign investments surmounting to over $3.2 trillion. President Trump believes that $10 trillion in capital will flow to US, a staggering amount of money, equal to over half of the DIJA’s entire market cap. The $10 trillion figure remains aspirational rather than set in stone. American manufacturing declined under the last administration, but we are looking at a sharp uptick over the next few years.
The White House separately publicly disclosed $5.1 trillion in US investments, $2.1 trillion of which were derived from corporate investments and the rest from foreign capital. This falls short of Trump’s $10 trillion figure but still marks an impressive injection of capital into the US economy.
Technology is at the forefront, with investments pouring into Artificial Intelligence (AI). DataVolt, Humain, and G42, and other Middle Eastern sovereign wealth funds plan to assist in funding AI development in the USA. The United Arab Emirates (UAE) pledged $1.4 trillion into US tech, AI, industry, and space. Saudi Arabia is also investing in American AI, along with energy, defense, and infrastructure, all to the tune of $600 billion. Qatar is sending $1.2 trillion to the US for developments in tech, infrastructure, and defense.
Japan has pledged to boost US investments by $1 trillion. However, $787.3 billion had been allotted for US investments back in 2023, and new capital from Japan should increase by $216.7 billion, which is still an impressive posting.
SoftBank, Oracle, and OpenAI are planning to invest $500 billion in American AI projects over the next four years, with an immediate investment of $100 billion. Now, $500 billion is an incredible amount that equates to 2% of US GDP.
NVIDIA alone is also planning a $500 billion investment in AI infrastructure. The company has moved its operations from Taiwan to the US to avoid tariffs and will begin manufacturing US AI supercomputers domestically.
Apple CEO Tim Cook stated that his corporation will spend “more than $500bn in the US over the next four years.” A new manufacturing plant is opening in Houston in 2026 and will be dedicated to AI projects. The company’s US Advanced Manufacturing Fund will double from $5 billion to $10 billion and provide thousands of new jobs.
IBM has also notably announced investment into US AI. The company plans to insert $150 billion into the US over the next five years. Over $30 billion will be spend on research and development on domestic manufacturing for quantum computers.
Taiwan Semiconductor Manufacturing has also pledged $100 billion into US manufacturing. Also noteworthy, Roche ($50b), Bristol Myers Squibb ($40bn), and Johnson & Johnson ($55bn) plan to invest heavily in US biotech and pharmaceuticals.
American manufacturing is finally coming back to life after years of stagnation followed by a contraction. Capital is surging into the US at a rapid pace, although not as rapidly as some are suggesting. I have seen articles claiming that $10 trillion will magically appear in the US over the next 60-90 days but that is simply not how trade functions. US manufacturing should see an uptick, with an emphasis on AI development.
