Thus the genius of acquiring new (and repatriating) manufacturing jobs and pharmaceutical national security. It takes time, but the process is started…
Over the next five years, companies have publicly promised more than $1.5 trillion in manufacturing investments in the United States, as tracked by industry sources in 2025. This extraordinary figure includes investments from leading technology, semiconductor, pharmaceutical, automotive, and consumer goods companies such as Apple ($600 billion), Micron ($200 billion), IBM ($150 billion), TSMC ($100 billion), Texas Instruments ($60 billion), Johnson & Johnson ($57 billion), AstraZeneca ($54.5 billion), Roche ($50.7 billion), Hyundai ($26 billion), and many others.
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Evolving AI🚨 The AI industry is now running on a $1 trillion loop where a handful of companies are investing in, selling to, and buying from each other to keep the momentum going.
Bloomberg’s latest report shows how OpenAI, Nvidia, Oracle, AMD, and Microsoft are locked into a closed circuit of billion-dollar deals.
OpenAI buys chips from Nvidia. Nvidia plans to invest up to $100 billion in OpenAI.
Oracle rents those same Nvidia chips to OpenAI. AMD gives OpenAI the right to buy 160 million shares.
The cycle feeds itself without needing outside money.
Some say it’s the most expensive feedback loop in tech history. Others see it as the cost of building the future.
But this structure is what many now point to as a clear sign of a bubble.
What are your thoughts on this? 🤔💬
