International Business Machines Corporation (IBM), one of America’s largest technology employers, has announced plans to invest $150 billion in the United States over the next five years. According to a media release, the investment aims to strengthen the economy and reinforce IBM’s leadership position in computing technologies.
Speaking during an interview on “The Claman Countdown,” IBM CEO Arvind Krishna highlighted that the company remains committed to harnessing American innovation across artificial intelligence, quantum computing, and mainframe technologies. Krishna indicated that the infusion of funds into research and development, alongside expanded manufacturing efforts, would help secure the U.S.’s position at the forefront of these critical sectors.
Founded in 1911 as the Computing-Tabulating-Recording Company and renamed IBM in 1924, the company has long been associated with milestone achievements like supporting the U.S. Social Security system and the Apollo Program. IBM continues to manufacture its high-performance mainframe computers in Poughkeepsie, New York, and claims that more than 70% of global transaction value is processed through its mainframes. The company reaffirmed its commitment to designing, building, and assembling quantum computers within the U.S.
Economic Optimism and Market Performance
IBM’s investment announcement aligns with a broader trend of companies committing to American innovation under the Trump administration. Krishna acknowledged the administration’s emphasis on nurturing domestic innovation and noted that IBM’s financial commitment reflects its confidence in both U.S. and global economic opportunities.
Financially, IBM has performed strongly this year. Its shares have risen by 12%, significantly outperforming the S&P 500 index, which has fallen by almost 9% over the same period. In its latest earnings outlook, IBM projected June-quarter revenues between $16.40 billion and $16.75 billion, exceeding analysts’ average expectations of $16.33 billion, according to LSEG data.
Through this bold investment plan, IBM appears poised to consolidate its influence across emerging technologies while contributing to the revitalisation of American manufacturing and research capabilities.