IBM to Invest $150B in US, Boost Quantum & Mainframe Production

Published • 28 April 2025 at 4:27 PM

IBM commits $150 billion for U.S. manufacturing push, focusing on quantum computing growth. — IBM announces $150 billion U.S. investment to expand quantum computing and boost manufacturing.

Reuters

IBM (IBM.N) announced plans to invest $150 billion in the U.S. over the next five years, focusing heavily on expanding its quantum computing and mainframe production facilities. This move follows similar major investment pledges by tech giants like Nvidia and Apple, and aligns with the Trump administration’s push for domestic manufacturing. IBM, a key government contractor, plans to allocate over $30 billion of the investment specifically to boost quantum technology capabilities. Analysts view the announcement as both a commitment to innovation and a strategic gesture to ease potential trade tensions. Quantum computing, which promises performance far beyond traditional systems, has seen a surge in interest following breakthroughs by companies like Google. However, industry leaders remain divided on when quantum technology will achieve practical, real-world applications. Meanwhile, IBM recently faced setbacks as 15 of its government contracts were canceled amid federal cost-cutting efforts, impacting its share price despite a positive revenue forecast.

Key Highlights

IBM to invest $150 billion in the U.S. over the next five years.
Focus on quantum computing and mainframe production expansion.
Investment aligns with the Trump administration’s push for local manufacturing.
Over $30 billion will be dedicated to quantum technology development.
Analysts see the move as both a commitment to innovation and a strategic response to trade tensions.
Quantum computing interest is rising following breakthroughs by companies like Google.
Uncertainty remains about when quantum computing will have real-world applications.
IBM faced setbacks with the cancellation of 15 government contracts due to federal cost-cutting.
Despite setbacks, IBM maintains a positive revenue forecast.
IBM is a significant government contractor and a leader in quantum computing systems.