IBM to Invest $150 Billion in U.S. Tech: Focus on AI and Quantum Computers

Over the next five years, IBM has announced plans to invest $150 billion in the U.S. technology sector. Around $30 billion will be allocated to developing mainframe and quantum computer manufacturing. IBM CEO Arvind Krishna emphasized that these investments will help the company maintain its leadership in advanced computing and artificial intelligence technologies.

Context and Competition

IBM’s announcement comes shortly after U.S. President Donald Trump introduced a new tariff policy aimed at boosting domestic production. However, some imported items—such as chips, smartphones, and PCs—were excluded from the increased tariffs. Other major U.S. tech companies, including Apple and Nvidia, have also announced investment plans to support domestic tech infrastructure. Nvidia, in particular, intends to spend $500 billion to develop AI capabilities in the U.S.

IBM’s Financial Results and Roadmap

In the first quarter of 2025, IBM reported $14.54 billion in revenue, though net profit declined from $1.61 billion to $1.06 billion. The company’s mainframe division generated $2.89 billion in revenue. In April, IBM unveiled its new mainframe model — the IBM z17 — which will be manufactured in the U.S. The company also highlighted that it operates the world’s largest fleet of quantum computing systems.