Last week I mentioned that major economic growth engines are being spun up in the U.S. with new investments on a massive scale. Here is a list of the biggest announcements so far. Together they add up to about $4.3 trillion in new investment beginning in 2025. The list keeps growing, but even now it gives a clear sense of the scale.
If you are trying to decide whether the next several years will lean bearish or bullish, this might help.
United Arab Emirates: $1.4 trillion, a 10-year investment framework targeting U.S. sectors such as AI infrastructure, semiconductors, energy, and manufacturing.
Hyundai Motor Group: $20 billion, including a $5.8 billion steel plant in Louisiana, designed to localize production and reduce the impact of future tariffs on foreign-made metals.
Taiwan Semiconductor Manufacturing Company (TSMC): $100 billion to establish three new advanced semiconductor plants, greatly expanding domestic chip manufacturing capacity.
Saudi Arabia: $600 billion over four years, pledged by Crown Prince Mohammed bin Salman to President Donald Trump, aimed at strengthening economic ties and diversifying Saudi investments.
Apple Inc.: More than $500 billion over the next four years to expand U.S. manufacturing and research, including a new AI server facility in Texas.
Eli Lilly and Company: $27 billion in additional investment to increase domestic drug production, bringing its total U.S. manufacturing commitments since 2020 to more than $50 billion.
GE Aerospace: Nearly $1 billion to reinforce U.S. manufacturing and supply chains, along with hiring 5,000 American workers.
Stellantis: $5 billion into its U.S. manufacturing network to expand vehicle production.
India: Companies such as ReNew are expanding exports to the U.S. to help fill the gap created by China’s exclusion from the U.S. solar market.
Japan: $1 trillion pledged to U.S. industries, including defense and AI, in a move to reinforce U.S. military partnerships in the region.
Australia: $798 million payment to the U.S. under the AUKUS deal, strengthening the defense industrial partnership and supporting nuclear-powered submarines.
Nippon Steel Corporation: $14.9 billion proposed acquisition of U.S. Steel, aimed at bolstering American steel production.
OpenAI: $500 billion Stargate project in partnership with SoftBank, Oracle, and MGX to build U.S. AI infrastructure by 2029. SoftBank is also investing up to $25 billion in a Japan-focused joint venture.
Microsoft: $110.3 billion to build an AI hub and data center campus in Wisconsin, along with partnerships with BlackRock, Nvidia, and MGX to expand U.S. AI infrastructure.
Maersk Line: $2 billion redirected to expand East Coast port capacity, spurred by lower shipping costs and fewer delays compared to Panama Canal routes.
Boeing: $4 billion in new assembly and logistics facilities, capitalizing on rerouted shipping that avoids Panama Canal bottlenecks.
Delta Air Lines: $1.2 billion fleet upgrade to more fuel-efficient aircraft, supported by stabilized U.S. supply chains and increased air cargo activity.
Hanwha Aerospace (South Korea): $2.5 billion share sale to fund international expansion, including new U.S. manufacturing bases, to meet rising defense demand.
These announcements also ride on short-term policy factors. Reduced regulations and a lighter corporate tax environment have combined with global instability to redirect capital into the U.S. The bet is that American manufacturing and innovation will accelerate.
The next few years could see job growth, stronger infrastructure, and a new wave of technological leadership.
With plenty of caveats, of course.