The latest investment follows Apple's earlier commitment in February to invest $500 billion in U.S. infrastructure. The expanded commitment includes a new American Manufacturing Program aimed at ramping up domestic production of key components used in Apple devices. "Earlier this year, we broke ground on a new factory in Houston to make advanced AI servers, and just last month, the very first test unit rolled off that factory's line, proudly made in America," Cook said. Apple said the $600 billion would also go toward partnerships, supply chain expansion, and rare earth mineral harvesting. Apple's shift to infrastructure comes as the company faces growing pressure to show progress in AI. Apple Intelligence has struggled to gain traction since its announcement in October 2024. In June, Apple's head of foundation models, Rouming Pang, left the company to join Meta's new Superintelligence Labs.