TECHNOLOGY giants are reshaping manufacturing, chip supply chains and energy sourcing in the US as artificial intelligence (AI) demand accelerates, according to reports posted at Mobile World Live.
In one development, Apple plans to move part of its Mac mini production from Asia to Texas in 2026 as part of a push to expand domestic manufacturing. Assembly will take place in Houston, where the company already produces AI servers, including logic boards built onsite for use in data centers.
Apple also intends to open a 20,000-square-foot advanced manufacturing center in Houston later this year to provide hands-on production training to students, supplier employees and businesses. The move forms part of a $600-billion investment discussed by Chief Executive Officer Tim Cook with President Donald Trump during a White House press conference last year.
The manufacturing shift comes as Apple reported fiscal first-quarter Mac revenue fell 6.7 percent to $8.4 billion.
Separately, Meta Platforms struck a deal with Advanced Micro Devices (AMD) to deploy 6 gigawatts of graphics processing units (GPUs) over the next five years, a move that could give Meta a 10-percent stake in the chipmaker, the report said.
The Wall Street Journal reported the arrangement could be worth more than $100 billion. The companies said the agreement expands their existing strategic partnership across silicon, systems and software, aligning GPU and CPU roadmaps for long-term AI growth.
The first phase will deploy custom AMD Instinct GPUs based on the MI450 architecture, optimized for Meta workloads and designed for large-scale AI training and inference. Initial shipments for a 1-gigawatt deployment are scheduled to begin in the second half of 2026, powered by MI450-based GPUs and sixth-generation AMD EPYC Venice CPUs.
AMD also issued Meta a performance-based warrant for up to 160 million shares tied to shipment, stock-price and technical milestones, expiring in February 2031.
Meanwhile, President Trump instructed major technology companies to build their own power plants to support energy-intensive AI data centers during his State of the Union address on Feb. 24.
He unveiled what he described as a “ratepayer protection pledge” aimed at preventing household electricity prices from rising due to AI-related demand. Trump said companies could “build their own plant” and “produce their own electricity” to ease pressure on the aging US grid.
Details on enforcement remain unclear, and Trump did not name the companies involved. Reuters reported the White House is expected to host major technology firms in early March to formalize the plan.
The proposal follows warnings from grid operators. PJM Interconnection cautioned that rising demand from AI data centers could create an electricity supply shortfall of up to 60 gigawatts over the next decade, Bloomberg reported.
Mobile World Live reported that the developments underscore how AI-driven growth is reshaping supply chains, capital expenditure and infrastructure planning across the US technology sector.
