Amazon, Corning Partner on Fiber Optic Expansion to Power U.S. Data Center Infra Growth



Amazon announced a multibillion-dollar agreement with Corning, a leading manufacturer of advanced glass and fiber optic technology, to supply the optical fiber, cable, and connectivity solutions that power Amazon’s expanding data center infrastructure across the United States. 


The investment will create 1,000 new, highly skilled jobs at Corning’s manufacturing facilities across North Carolina, and support hundreds of additional construction jobs to expand Corning’s facilities.



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Through the agreement, Amazon will work with Corning on a new program that will expand its Fiber Optic Technician Training Program with Catawba Valley Community College to train students for careers in fiber optic manufacturing and related technical roles. The program provides hands-on education and courses that will increase the talent pool and offer pathways to high-paying technical roles. The efforts will help strengthen the domestic supply chain and U.S. manufacturing base while serving the region and state to help expand residential and commercial fiber densification efforts.


Amazon’s investments in North Carolina have created more than 26,000 jobs across the state. This multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centers, said Matt Garman, CEO of AWS.


Investing in North Carolina


This agreement with Corning is in addition to Amazon’s plans, announced last year, to invest $10 billion in North Carolina to expand cloud computing infrastructure. It builds on the more than $20 billion Amazon has invested in North Carolina since 2010, creating over 26,000 jobs spanning logistics, cloud infrastructure, and renewable energy across the Tar Heel State.


Every day, North Carolina is proving that American manufacturing and cutting-edge technology go hand in hand. This multibillion-dollar agreement, between Amazon and Corning, will create 1,000 family-sustaining jobs for hardworking North Carolinians while also strengthening the critical infrastructure of the U.S. supply chain. This partnership further proves that North Carolina is the number one state in the country for American businesses to invest, build, and grow. As a leading voice in the Senate for workforce development and American manufacturing, I am proud that we are continuing to capitalize on that momentum in North Carolina, said U.S. Senator Ted Budd.


Powering data centers, creating jobs, and fueling economic growth


Amazon’s data centers power the services millions of people and businesses rely on every day, from hospitals and emergency services to streaming entertainment and AI innovation. Corning’s fiber optics are a critical part of that infrastructure, and together, these investments help fuel the U.S. economic engine.


For 175 years, Corning has pioneered the technologies that connect people and transform industries. Amazon’s investment will help us expand production, create 1,000 new advanced manufacturing jobs at our facilities, and lead the way toward building a resilient U.S. manufacturing base, said Wendell Weeks, chairman, CEO, and president of Corning.


Amazon’s long-term commitment to North Carolina goes beyond direct investments and jobs created in the state. Through workforce development, Career Choice, and upskilling programs, Amazon has already provided practical training for nearly 7,000 people in North Carolina, helping to open new pathways for higher-paying jobs and fulfilling careers.


In the last decade, Amazon has contributed more than $72 million to charities and organizations supporting local needs across North Carolina, with $10 million provided in 2025 alone to 26 local community partners. This includes contributions like $1.5 million to enhance public safety services for southeastern Hamlet and surrounding Richmond County communities by funding a new fire substation that is expected to lower emergency response times and homeowner insurance premiums.


Matt Garman, CEO of AWS


Amazon’s investments in North Carolina have created more than 26,000 jobs across the state. This multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centers,


U.S. Senator Ted Budd


Every day, North Carolina is proving that American manufacturing and cutting-edge technology go hand in hand. This multibillion-dollar agreement, between Amazon and Corning, will create 1,000 family-sustaining jobs for hardworking North Carolinians while also strengthening the critical infrastructure of the U.S. supply chain. This partnership further proves that North Carolina is the number one state in the country for American businesses to invest, build, and grow. As a leading voice in the Senate for workforce development and American manufacturing, I am proud that we are continuing to capitalize on that momentum in North Carolina,


Wendell Weeks, chairman, CEO, and president of Corning


For 175 years, Corning has pioneered the technologies that connect people and transform industries. Amazon’s investment will help us expand production, create 1,000 new advanced manufacturing jobs at our facilities, and lead the way toward building a resilient U.S. manufacture

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‘We need to unleash American workers, not protect them’ – Mackinac Center


“I think the future for America is very bright,” says Dave Hebert, senior research fellow at the American Institute for Economic Research. “I think the future for the American manufacturing sector is very bright, provided, of course, government stays out of the way.”

Hebert joins the Overton Window Podcast to dispute the popular idea that the industrial power of the United States is in eclipse.

“When it comes to manufacturing in the United States, there’s a lot of what I’ll just call misinformation out there,” Hebert says. “We hear things about how American manufacturers are in decline, how the manufacturing industry is being destroyed or hollowed out. And if you look into the data and you look into what’s actually happening around the country, you find that the manufacturing sector, in terms of the output that they’re producing, is near to, if not exceeding, historic highs.”

This is not to say that the traditional, frequently unionized, job on a factory floor is a growth area.

“In terms of its output, things have pretty much never been greater for the American manufacturing sector,” Hebert says. “What is in decline, and this is certainly true, is employment in the manufacturing sector. So we went from having a lot of people in the United States working in manufacturing in, say, 1950, to today, where we have relatively few.”

Hebert compares this shift to farming, which over the past century experienced a steep drop in employment and a large increase in productivity. He notes that American political leaders err by focusing on the collapse of manufacturing in certain regions and by comparing total manufacturing employment numbers with those of rival nations.

“We look at these rural communities in the Rust Belt that have suffered real economic hardship, and I’ll never deny that they’re suffering,” he says. “So that’s certainly true. The challenge, though, is why are they suffering and what can we do to alleviate it? And time and again in those towns and in those communities, what we find is that in the past, they used very protectionist policies to try basically to shield their dominant industry from competition.

“Now this works in the short term. But here’s the thing: Policymakers never think about the ground beneath them. The economic soil that they are working in is eroding. So what you have is the single industry on a pedestal, and the ground beneath it continues to crumble. That pedestal is getting higher and higher. But what happens if that pedestal were to wobble, if it were to fall over, the collapse is going to be devastating.”

Hebert is working on a project comparing the divergent fates of Detroit, which never recovered from the shift in carmaking, and Pittsburgh, which has continued to thrive as the steel industry slowed.

“Today, Detroit is on the way back, it’s rebounding,” he says. “But it had to rebound from the largest municipal bankruptcy in U.S. history and multiple decades in decline. But they also had multiple decades where state, local and federal policy all tried to prop up the auto industry. That just led to less and less resiliency or economic diversity within the city and within the greater metropolitan area of Detroit, so that when the auto industry starts to wobble, a lot of people suffer, and it’s a real hardship.

“Pittsburgh, by comparison, is not a free market bastion of sanity or anything like that. But they had education, they had tech, they had health care, they had industry. They had lots of things in their city and within their community that were independent of steel. And so when the steel industry there collapsed, and when local policymakers, through some shenanigans, let it collapse, those people and that capital had somewhere else to go. That wasn’t true in Detroit.”

Hebert says it is “tremendous” that the federal government is largely avoiding heavy industrial regulations, and he considers that policymakers might have a different perception of manufacturing if they considered the rise in highly specialized high-end manufacturing for business customers.

“Our coffee comes from South America,” Hebert says. “So it seems there are all kinds of things that come from all over the world. And that’s true, we do buy more products from all over the world on a product-by-product basis. But we are still exporting a lot of manufactured goods around the world as well, a lot of big equipment. A lot of medical equipment actually is made here in America and then shipped to hospitals all over the world. Why is that? Because we have the engineering and technical knowhow. How many MRI machines do we need in the United States? A lot, but other people need them too. And so we want to have more customers around the world. Because here’s the really crazy thing: There are eight billion people in the world.

 

Listen to the full conversation on the Overton Window Podcast.



Permission to reprint this blog post in whole or in part is hereby granted, provided that the author (or authors) and the Mackinac Center for Public Policy are properly cited.

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Siemens expands manufacturing footprint in the Carolinas to support data center growth – WSOC TV


Siemens has invested more than $165 million in North Carolina and South Carolina to support the artificial intelligence and data center markets. The investment includes the opening and expansion of several manufacturing sites across both states.

The new facilities are designed to increase the company’s manufacturing capacity in the United States to meet a rise in electrical equipment orders. According to a company news release, the expanded footprint will allow for faster production and delivery of low and medium voltage products to data center operators.

In North Carolina, Siemens is establishing two new all-electric and carbon-neutral facilities. A 131,000-square-foot site in Raleigh is expected to add 100 jobs by the end of 2026.

This location will assemble integrated power delivery solutions, which are prefabricated systems designed to reduce on-site installation time for power infrastructure.

The company is also opening a 101,000-square-foot site in Wendell. This facility will localize the production of medium voltage protection and automation devices. The expansion is expected to create 50 new roles at that location.

In South Carolina, a new 120,000-square-foot facility is opening in Spartanburg.

The site will house a distribution center and lighting panel production. Nearby in Roebuck, Siemens is expanding its existing facility by 22,000 square feet to increase busway production capacity. This expansion includes the addition of a new paint line, epoxy line and plating line.

The combined developments in Spartanburg and Roebuck will create 150 manufacturing roles in Spartanburg County. These investments follow nearly $700 million the company has committed to U.S. manufacturing in recent years, including expansions in Pomona, Calif., and Fort Worth, Texas.

The expansion of the Siemens Electrification and Automation U.S. headquarters in Wendell is expected to create more than 200 additional jobs by 2028. This growth will specifically support expanded local switchgear production.

VIDEO: Proposed data center regulations spark debate in York County

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Siemens Invests $165M for U.S. Data Center Manufacturing


Siemens has invested more than $165 million across North and South Carolina to support America’s rapidly accelerating AI and data center markets. The new and expanded sites directly support Siemens’ record levels of data center-related electrical equipment orders while also increasing the company’s US manufacturing capacity.These expanded facilities will enable faster production, assembly, and delivery of essential low and medium voltage products to customers. From protection and automation devices manufactured in Wendell, North Carolina, to busway systems produced in Roebuck, South Carolina, these solutions provide the electrical backbone needed to rapidly scale AI data centers and AI factories across the United States. These investments build on nearly $700 million Siemens has committed over the past several years to expand local U.S. manufacturing capacity, including new and expanded electrical products facilities in Pomona, California, and Fort Worth, Texas. “Customer demand is at an all-time high as advanced infrastructure upgrades are needed to meet the power requirements from increasing AI workloads,” said Ruth Gratzke, President of Siemens Smart Infrastructure U.S. “Through sustained investment in U.S. manufacturing, Siemens is enhancing its capacity to meet the needs of data center and AI factory customers during this transformative phase of the AI industrial revolution, underscoring our long‑standing commitment to American made solutions.”In North Carolina, Siemens is growing its footprint with two new all-electric, carbon�neutral facilities. In Raleigh, the brand new 131,000-square-foot facility will add 100 jobs by the end of the year and will assemble Siemens’ integrated power delivery solutions. These prefabricated systems significantly reduce on-site installation time for critical power infrastructure, helping data center operators bring capacity online faster. In Wendell, a new 101,000-square-foot site will localize production of medium voltage protection and automation devices while adding 50 new roles. Lastly, Siemens’ Wendell-based Electrification and Automation U.S. headquarters will expand local switchgear production, creating more than 200 additional jobs at the facility by 2028. In South Carolina, Siemens is opening a new 120,000-square-foot facility in Spartanburg that will house the company’s lighting panel production and distribution center. Nearby in Roebuck, the company’s current facility will also add 22,000 square feet. This will increase busway production capacity significantly along with additional fabrication capabilities. The expanded facility will feature a new paint line, epoxy line, and an expanded plating line. Together, the Spartanburg and Roebuck facilities will add 150 new manufacturing roles to Spartanburg County. “Siemens’ investment in North and South Carolina will expand America’s ability to build the critical infrastructure that powers our grid, while also creating hundreds of American jobs,” said U.S. Energy Secretary Chris Wright. “The Trump Administration remains committed to unleashing the affordable, reliable, and secure power needed to power the future of American innovation and prosperity.”These electrical products, together with Siemens’ simulation, automation and cooling optimization portfolios create a chip-to-grid-to-buildings solution that reshapes the infrastructure powering AI. Together these technologies ensure efficiency and resiliency for the data center industry as well as neighboring communities across the country.As workforce development is as critical as production capacity for the future of AI infrastructure, the Siemens Foundation recently launched Careers Electric™, a national initiative designed to expand access to high-quality electrical training and create clear pathways to well-paying, in-demand electrical careers. Careers Electric™ launched in North Carolina with a $9.25 million investment from the Siemens Foundation, in partnership with state leaders, education institutions, and national workforce organizations. Together, through increased manufacturing capacity, technology development and workforce training initiatives, Siemens remains committed to aiding the U.S. in its position as a leader in innovation.For more information on Siemens’ data center solutions, visit here.

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Assessing the Impacts of Foreign Pollution on U.S. Public Health and Manufacturing • Bipartisan Policy Center


Executive Summary

Major economies like China and India emit more pollution than the United States to produce the same value of goods. High-altitude winds carry this foreign pollution long distances to U.S. shores, damaging America’s air quality. Foreign-produced pollution elevates West Coast ozone levels by up to 20% seasonally, while particulate matter produced abroad causes an estimated 8,000 premature deaths and over $60 billion in health care costs in the United States annually.

Meanwhile, foreign pollution has contributed to “nonattainment” designations in at least 85 U.S. counties, meaning these areas fail to meet federal air-quality standards in part because of foreign-produced pollutants. This status forces states to tighten pollution controls to maintain healthy air quality, which can delay industrial permits and limit manufacturing operations even for low-polluting firms. The United States currently lacks a legal framework to exclude routine foreign pollution from nonattainment designations, but creating new exemptions would weaken air-quality protections to the detriment of public health. Additional policy solutions are needed to address foreign pollution at its source, such as investment in intercountry pollution monitoring to better understand the scope of the problem and targeted pollution tariffs to encourage improved environmental practices abroad.

Introduction

Shifts in global manufacturing have concentrated industrial production in economies with lax environmental standards and enforcement. In many instances, foreign companies leverage government policies to subsidize and expand industries that depend on outdated, low-cost, environmentally irresponsible practices.[1] This undercuts U.S. manufacturers that maintain higher environmental and labor standards, which has a compounding effect on American jobs, U.S. national security, and the planet’s climate.[2]

This issue brief shows how foreign pollution threatens U.S. public health and manufacturing directly. Winds sweep foreign-produced air pollutants, distinct from greenhouse gases (GHGs), across oceans and continents into America’s atmosphere.[3] These intrusions contribute to respiratory, cardiovascular, and neurological diseases, which have been linked to premature deaths across the country.[4]

Moreover, foreign pollution constrains American manufacturing by filling up maximum pollution thresholds. The Environmental Protection Agency (EPA) designates certain geographic areas as being in “nonattainment” when they do not meet federal air quality standards for specific pollutants under the Clean Air Act. When foreign pollution contributes to a county receiving a nonattainment designation, it unfairly restricts American industry by curbing manufacturing activity and blocking permits for new industrial facilities.

This issue brief examines the multifaceted effects that foreign pollution has on U.S. environmental and economic security. It evaluates the sufficiency of existing domestic countermeasures and recommends policies that could reduce foreign pollution levels at the source—long before foreign pollutants arrive in the United States. For more on the scale of foreign pollution relative to U.S. levels and its pathways into the U.S. atmosphere, see Appendix I and II.

Impacts of Foreign Pollution on the United States

When major manufacturing hubs abroad operate without sufficient environmental standards, the consequences are global. Foreign pollution is a problem that harms American citizens directly.

Table 1. Estimated Annual Impacts of Foreign Pollution on the United States

ImpactEstimated Number (annual)Specific CausePremature Deaths8,000Breathing of particulate matter pollutionHealth Care Costs$60BIncreased medical expenses, rehabilitation, prescription medications, lost wagesCounties with Nonattainment Designations85+Western U.S. counties affected by foreign pollution and designated as being in nonattainment

Sources: Nature[5], NRDC[6] , and EPA[7]

Threat to Public Health

Foreign pollution exacts a heavy toll on America’s public health. Trans-Pacific ozone and particulate matter from Asian sources contribute to thousands of premature deaths annually in the Western United States, alongside nonfatal respiratory, cardiovascular, and neurological illnesses.[8] The EPA links elevated levels of ozone, black carbon, and carbon monoxide to adverse outcomes, including heart attacks, asthma exacerbation, lung damage, and premature mortality.[9]

Overall, air pollution in the United States imposes health and economic costs exceeding $800 billion annually,[10] with foreign-sourced contributions representing a portion that disproportionately affects vulnerable border and coastal communities. For example, estimates suggest that foreign-produced pollution causes more than $60 billion in U.S. health care costs per year.[11]

Threat to Manufacturing

Under the Clean Air Act, states must meet National Ambient Air Quality Standards (NAAQS) for six criteria pollutants, including ozone and particulate matter. [12] This means that foreign pollution can limit American companies even on American soil, if the levels of a particular pollutant are near or exceed the NAAQS in the area where the company operates.

At least 85 counties impacted by Chinese pollution are in nonattainment for criteria pollutants,[13] meaning that they do not meet federal air-quality standards. This status can block industrial permits and inhibit manufacturing growth, even for U.S. firms that operate with low levels of pollution, by requiring states to adopt and enforce State Implementation Plans to lower pollution levels.[14] This “exported nonattainment” from other countries stifles economic activity in border and Western states, exacerbating job losses due to high-polluting competitors abroad.[15] Recent nonattainment designations leading to tighter restrictions, such as in Phoenix-Mesa, AZ, explicitly cite international pollution as a factor in pushing local air-quality levels above federal standards.[16]

Gaps in U.S. Law for Foreign Pollution and the Public Health Consequences of Weakening Standards

Current U.S. law limits the ability to exclude routine foreign pollution from nonattainment designations,[17] and for good reason. Attempts to create additional exceptions for these foreign pollution sources would endanger American public health because they would increase domestic pollution levels overall.

No Mechanism Exists to Exclude Persistent Foreign Pollution

Existing legal frameworks provide little relief for the contribution of foreign pollution to nonattainment designations. The Cross-State Air Pollution Rule (CSAPR), for instance, targets domestic interstate pollution by requiring 28 Eastern states to cut power plant emissions of sulfur dioxide (SO₂) and nitrogen oxides (NOx)—but it entirely ignores foreign sources.[18] This lapse leaves trans-Pacific or cross-border contributions unaddressed despite their role in exacerbating nonattainment across the country.

 The “exceptional events” rule under the Clean Air Act does allow states to submit a request to exclude certain pollution events from nonattainment calculations. This exception, however, is designed only for “exceptional events”: pollution from natural events like wildfires or human-caused activities that are unlikely to reoccur.[19] Routine pollution from foreign sources does not qualify.

Exclusions for Foreign Pollution Could Endanger Public Health

Despite the potential benefits for domestic manufacturing, carve-outs for persistent foreign pollution would come at a cost to public health. If foreign pollution is excluded from nonattainment designations, the result would be higher acceptable levels of pollution in the United States. Maintaining healthy pollution levels is critical to protect Americans from harmful overexposure to pollutants. As a result, reforms to existing standards are insufficient to address the full scope of the problem.

A more targeted approach is needed to reduce foreign pollution before it occurs, balancing the protection of American public health with the best interests of U.S. manufacturing.

Conclusion and Policy Recommendations

Foreign pollution is a danger to American lives, jobs, and the economy. Mitigation will require an increased ability to evaluate foreign pollution and action to lower high pollution levels at their sources. To accomplish this goal, U.S. domestic policy should:

  1. Invest in Pollution Monitoring: Allocate resources for advanced monitoring of transboundary pollutants, including through satellite networks, to better understand the scope of the problem.
  2. Leverage Trade Tools: Impose border pollution adjustments or pollution tariffs on imports to encourage improved pollution control abroad.
  3. Promote Clean Tech Exports: Incentivize U.S. exports of low-pollution and pollution-control technologies to countries with outdated, inefficient equipment.
  4. Pursue Targeted Diplomacy: Prioritize bilateral agreements with key polluters (e.g., U.S.-China-Mexico), ensuring that these agreements target high-impact pollutants, such as particulate matter.
  5. Integrate Metrics Into Trade Agreements: Embed foreign pollution metrics and standards into international agreements.

If implemented, measures that pursue these objectives could level the playing field for clean producers in the United States, protect public health from harmful foreign pollutants, and mitigate the threat of foreign pollution to domestic manufacturing.

Appendix

I. Relative Pollution Abroad Far Exceeds U.S. Levels

Most major economies, particularly those engaged in noncompetitive industrial practices like China, emit far higher levels of pollution than the United States relative to their economic output. For instance, compared with U.S. producers, Chinese manufacturers emit approximately four times more nitrogen oxide (NOx), six times more particulate matter (PM2.5), seven times more sulfur dioxide (SO2), and 19 times more carbon monoxide (CO) to produce the same value of goods (see Figure 1). The EPA sets limits on domestic levels of all four of these gases, classified as “criteria pollutants,” due to their harmful effects on human health and the environment.

Figure 1. Pollution intensity for the U.S., China, and India

Source: Climate Leadership Council[20]

China is the largest global polluter, accounting for about 56% of the world’s coal use.[21] In addition to releasing 32% of global greenhouse gas (GHG) emissions, China contributes a high percentage of the world’s non-GHG pollution.[22]

Poor air quality resulting from inadequate regulation of these pollutants has led to up to 2 million premature deaths per year in China.[23] In the past, enforcement of environmental standards in China has been largely left to local government officials. For example, environmental inspectors in northern China investigated 20,000 businesses in 2017 and found that 70% failed to meet standards for air pollution control.[24] Companies were emitting more than their reported quantities, operating with insufficient pollution control equipment, and operating in unauthorized locations.

India presents a comparable challenge. Unregulated industrial practices contribute to high levels of criteria pollutants in India,[25] while the country continues to rely on pollution-intensive coal to generate 70% of its electricity.[26] Compared to U.S. producers, Indian manufacturers emit approximately 7 times more nitrogen oxide (NOx), 13 times more carbon monoxide (CO), 21x more particulate matter (PM2.5), and 35 times more sulfur dioxide (SO2) to produce the same value of goods (see Figure 1).

Poor air quality in India results in 1.67 million premature deaths annually[27] and economic losses of $36.8 billion from declines in health and productivity.[28] In northern India, inspections frequently reveal factories operating with inadequate pollution controls, mirroring pollution enforcement challenges in China.[29]

Disparities in pollution levels, as showcased by China and India, not only fuel disproportionate increases in global emissions but also result in significant non-GHG pollution that is exported directly to the United States.

II. Foreign Pollution Affects U.S. Air Quality

Pollutants produced abroad infiltrate the atmosphere over the United States via long-range atmospheric transport—high-altitude winds that carry pollutants over oceans and continents alike.[30] Air pollutants can be carried thousands of miles, from the mercury emitted by coal-burning power plants abroad to the particulate matter and sulfur dioxide that steel plants emit when they do not properly dispose of waste.[31]

Although most research on long-range pollution movement was conducted in the 2000s and early 2010s, trends strongly indicate that pollution from countries like China continues to affect U.S. air quality. Chinese coal use, for example, increased by roughly 20% between 2010 and 2022.[32]

Atmospheric modeling shows that prevailing westerly winds and jet streams enable trans-Pacific movement of pollutants from Asia to America’s West Coast, while pollution from Canada and Mexico affect air quality in U.S. border states.[33] Fluctuations in wind patterns throughout the year create seasonal peaks in the spring.

Examples

  • Ozone: Ground-level ozone forms when pollutants such as nitrogen oxides (NOx) and volatile organic compounds (VOCs) react with sunlight. Models have found that ozone pollutants transported across the Pacific Ocean from Asia add an average of 5-7 parts per billion by volume (ppbv) to surface ozone levels in the Western United States and 2-5 ppbv to levels in the Eastern United States (see Figure 2).[34] For comparison, the EPA’s health-based standard for ozone levels is capped at 70 ppbv.[35] During seasonal peaks in the spring, concentrated plumes of ozone from Asia can contribute 8-15 ppbv, accounting for up to 20% of total permitted ozone levels in certain U.S. states.[36]  Roughly half of these transported ozone emissions come from China.[37]

Figure 2. Illustration of how Asian pollution increases ozone concentrations over different parts of the U.S. within a sample one-month period.

Source: Atmospheric Chemistry and Physics [38]

  • Other pollutants: Fine particles like sulfates and black carbon from Asian industrial production and biomass burning affect California, Oregon, Washington, and similar states. Trans-Pacific aerosols contribute 6%–18% of U.S. black carbon and up to 36% of particulate matter (PM₂.₅) in affected areas.[39] Asian coal plants emit mercury that circulates globally, contributing 14%–17% to U.S. mercury levels.[40] Chinese pollution also adds 8%–28% to Western U.S. levels of sulfur dioxide and 9%–14% to levels of carbon monoxide.[41]

[1] Joseph S. Shapiro and Reed Walker, “Why Is Pollution from U.S. Manufacturing Declining? The Roles of Environmental Regulation, Productivity, and Trade,” American Economic Review, 108(12): 3814-3854, December 2018. Available at: https://www.aeaweb.org/articles?id=10.1257/aer.20151272.

[2] Catrina Rorke, Scott Nystrom, and Daniel Hoenig, “America’s Carbon Advantage 2025,” Climate Leadership Council, March 2025. Available at https://clcouncil.org/report/americas-carbon-advantage-2025/.

[3] NASA Jet Propulsion Laboratory, “Nature, Chinese Pollution Offset U.S. West Ozone Gains,” August 10, 2015. Available at: https://www.jpl.nasa.gov/news/nature-chinese-pollution-offset-us-west-ozone-gains/?referrer=grok.com.

[4] Environmental Protection Agency, “Health Effects of Ozone Pollution.” Available at: https://www.epa.gov/ground-level-ozone-pollution/health-effects-ozone-pollution; Environmental Protection Agency, “Particle Pollution and Respiratory Effects.” Available at https://www.epa.gov/pmcourse/particle-pollution-and-respiratory-effects.

[5] Estimate for the annual premature deaths comes from Qiang Zhang, Xujia Jiang, et al., “Transboundary Health Impacts of Transported Global Air Pollution and International Trade,” Nature, 543(7647): 707, Figure 2a, 2017. Available at: https://www.nature.com/articles/nature21712.

[6] The estimate for annual health care costs is based on the valuation of premature deaths, productivity losses, and medical costs in “The Costs of Inaction: The Burden of Climate Change on Health,” Natural Resources Defense Council, 4, 2021. Available at: https://www.nrdc.org/sites/default/files/costs-inaction-burden-health-report.pdf. BPC multiplied NRDC’s numbers by the number of deaths attributed to foreign pollution specifically by Qiang Zhang, Xujia Jiang, et al., “Transboundary Health Impacts…,” Nature, pg. 707, Figure 2.a.

[7] Estimates for foreign-impacted nonattainment designations stem from authors’ calculations using Environmental Protection Agency, “Green Book: Nonattainment Areas for Criteria Pollutants; Clean Air Fund,” 2025. Available at: https://www.epa.gov/green-book.

[8] Environmental Protection Agency, “Health Effects of Ozone Pollution;” Available at: https:// www.epa.gov/ground-level-ozone-pollution/health-effects-ozone-pollution.

[9] Environmental Protection Agency, “Health Effects of Particulates and Black Carbon.” Available at: https://www.epa.gov/sites/default/files/2014-05/documents/health-effects.pdf.

[10] Natural Resources Defense Council, “The Costs of Inaction: The Burden of Climate Change on Health,”, 2021, Available at: https://www.nrdc.org/sites/default/files/costs-inaction-burden-health-report.pdf.

[11] See Endnote 6.

[12] Environmental Protection Agency, “Summary of the Clean Air Act,” 2025. Available at: https://www.epa.gov/laws-regulations/summary-clean-air-act.

[13] Environmental Protection Agency, “Green Book: Nonattainment Areas for Criteria Pollutants; Clean Air Fund,” 2025. Available at: https://www.epa.gov/green-book.

[14] Joseph S. Shapiro and Reed Walker, “Where is Pollution Moving? Environmental Markets and Environmental Justice,” NBER Working Paper 28389, January 2021. Available at: https://www.nber.org/papers/w28389.

[15] Ibid.

[16] “Determination of Attainment by the Attainment Date but for International Emissions for the 2015 Ozone NAAQS: PhoenixMesa Nonattainment Area,” Federal Register, 90(221): November 19, 2025. Available at: https://www.federalregister.gov/documents/2025/11/19/2025-20357/determination-of-attainment-by-the-attainment-date-but-for-international-emissions-for-the-2015.

[17] Note that there is a legal framework for factoring foreign pollution into the severity of nonattainment classification under Section 179B of the Clean Air Act. See “42 U.S.C. §7509a – International border areas,” Cornell Law School. Available at: https://www.law.cornell.edu/uscode/text/42/7509a.

[18] Environmental Protection Agency, “Cross-State Air Pollution Rule (CSAPR),” 2025. Available at: https://www.epa.gov/Cross-State-Air-Pollution.

[19] Environmental Protection Agency, “Treatment of Data Influenced by Exceptional Events; Final Rule,” Federal Register, 81(191): October 3, 2016. Available at: https://www.federalregister.gov/documents/2016/10/03/2016-22983/treatment-of-data-influenced-by-exceptional-events.

[20] Scott Nystrom, “Country-level Analysis of Traditional Air Pollution Intensity,” Climate Leadership Council, February 25, 2026. Available at: https://www.clcouncil.org/blog/pollution-intensity/.

[21] International Energy Agency, “Coal Mid-Year Update,” July 2025. Available at: https://www.iea.org/reports/coal-mid-year-update-2025.

[22] Carbon Brief, “Analysis: China’s CO2 Emissions Have Now Been Flat or Falling for 18 Months,” February 4, 2025. Available at: https://www.carbonbrief.org/analysis-chinas-co2-emissions-have-now-been-flat-or-falling-for-18-months/.

[23] Aristeidis K. Georgoulias, Jos Lelieveld, et al., “Avoided Mortality by Particulate Air Pollution Control Measures in China,” Science of the Total Environment, 2025. Available at: https://www.sciencedirect.com/science/article/pii/S0048969725022065.

[24] Xiang Bo, “Inspections find 70 pct of firms violated environmental rules,” Xinhua Net, June 11, 2017. Available at: http://www.xinhuanet.com//english/2017-06/11/c_136356860.htm.

[25] World Bank Group, “How is India Trying to Address Air Pollution?” June 5, 2024. Available at: https://www.worldbank.org/en/country/india/publication/catalyzing-clean-air-in-india.

[26] Ember, “India,” 2026. Available at: https://ember-energy.org/countries-and-regions/india/.

[27] BC News, “The human toll of air pollution in India,” Boston College2025. Available at: https://www.bc.edu/bc-web/bcnews/nation-world-society/international/air-pollution-in-inda.html

[28] World Bank, “How Is India Trying to Address Air Pollution?” 2024/2025, Available at: https://www.worldbank.org/en/country/india/publication/catalyzing-clean-air-in-india.

[29] Garvit Bhirani, “Air Pollution: CAQM orders closure of 16 industrial units in Rajasthan, Uttar Pradesh, Haryana over gross violations,” Mint, January 9, 2026. Available at: https:// www.livemint.com/news/india/air-pollution-caqm-orders-closure-of-16-industrial-units-in-rajasthan-uttar-pradesh-haryana-over-gross-violations-11767970582778.html.

[30] National Academy of Sciences, “Global Sources of Local Pollution: An Assessment of Long Range Transport of Key Air Pollutants To and From the United States,” 2009. Available at: https://nap.nationalacademies.org/resource/12743/global_sources_brief_final.pdf; Environmental Protection Agency, Total Maximum Daily Loads (TMDLs). Available at: https://www.epa.gov/tmdl/overview-total-maximum-daily-loads-tmdls.

[31] Meiyun Lin, Arlene M. Fiore, et al., “Transport of Asian Ozone Pollution into Surface Air over the Western United States in Spring,” Journal of Geophysical Research: Atmospheres, 117: 2012. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2011JD016961.

[32] Scott Nystrom, “Why is U.S. industry 3x more carbon efficient than China?” Climate Leadership Council, February 4, 2025. Available at: https://clcouncil.org/blog/why-is-u-s-industry-3x-more-carbon-efficient-than-china/.

[33] Charles L. Heald, Daniel J. Jacob, et al., “Transpacific Transport of Asian Anthropogenic Aerosols,” Journal of Geophysical Research: Atmospheres, 111: 2006/2025. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2005JD006847.

[34] Ppbv describes the number of pollutant molecules per billion air molecules.

[35] Environmental Protection Agency, “Ozone National Ambient Air Quality Standards (NAAQS).” Available at: https://www.epa.gov/ground-level-ozone-pollution/ozone-national-ambient-air-quality-standards-naaqs.

[36] O. R. Cooper, D. D. Parrish, et al., “Increasing springtime ozone mixing ratios in the free troposphere over western North America,” Nature. Available at: https://www.nature.com/ articles/nature08708, as cited in Meiyun Lin, Arlene M. Fiore, et al., “Transport of Asian Ozone Pollution into Surface Air over the Western United States in Spring,” Journal of Geophysical Research: Atmospheres, 117: 2012. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2011JD016961.

[37] NASA Jet Propulsion Laboratory, “Nature, Chinese Pollution Offset U.S. West Ozone Gains,” August 10, 2015. Available at: https://www.jpl.nasa.gov/news/nature-chinese-pollution-offset-us-west-ozone-gains.

[38] Figure is from p. 1630 of L. Zhang, D. J. Jacob, et al., “Transpacific Transport of Ozone Pollution and the Effect of Recent Asian Emission Increases on Air Quality in North America: An Integrated Analysis Using Satellite, Aircraft, Ozonesonde, and Surface Observations,” Atmospheric Chemistry and Physics, 8: 6117–6136, October 22, 2008. Available at: https://acp.copernicus.org/articles/8/6117/2008/.

[39] Colette L. Heald, Daniel J. Jacob, et al., “Transpacific Transport of Asian Anthropogenic Aerosols and Its Impact on Surface Air Quality in the United States,” Journal of Geophysical Research: Atmospheres, 111: July 22, 2006. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2005JD006847; OL. Hadleyet al., “TransPacific transport of black carbon and fine aerosols (D < 2.5 μm) into North America,” Journal of Geophysical Research: Atmospheres, 112: 2007. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2006JD007632; Zhiyuan Hu, Jianping Huang, et al., “TransPacific Transport and Evolution of Aerosols: Spatiotemporal Characteristics and Source Contributions,” Atmospheric Chemistry and Physics, 19: 12709–12727, 2019. Available at: https://acp.copernicus.org/articles/19/12709/2019; Junfeng Liu, Denise Leonore Mauzerall, and Larry W. Horowitz, “Evaluating inter-continental transport of fine aerosols: (2) Global health impact,” Atmospheric Environment, 43(28: 4339–4347, 2009. Available at: https://collaborate.princeton.edu/en/publications/evaluating-inter-continental-transport-of-fine-aerosols2-global-h/.

[40] Sarah A. Strode, Lyatt Jaeglé, et al., “TransPacific transport of mercury,” Journal of Geophysical Research: Atmospheres, 113: August 7, 2008. Available at: https://agupubs.onlinelibrary.wiley.com/doi/full/10.1029/2007JD009428; ScienceDirect, “Export of Atmospheric Mercury from Asia,” 2025. Available at: https://www.sciencedirect.com/science/article/abs/pii/S1352231005001159.

[41] David Kirby, “Made in China: Our Toxic, Imported Air Pollution,” Discover, March 17, 2011. Available at: https://www.discovermagazine.com/made-in-china-our-toxic-imported-air-pollution-3125.  

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Apple’s Houston Expansion Puts U.S. Manufacturing And AI At Center Stage


  • Apple announced plans to expand its U.S. manufacturing footprint with a new campus in Houston focused on Mac mini production and AI server hardware, targeting a start date later in 2026.
  • The company outlined large investments in American manufacturing facilities, workforce training, and domestic sourcing of chips and components.
  • These moves are aimed at diversifying Apple’s supply chain in response to global geopolitical risks and concentrating more high value hardware production in the U.S.

For investors watching NasdaqGS:AAPL, this move ties directly into how the company builds and supports its core hardware and AI infrastructure. Apple’s shares recently closed at $272.95, with returns of 3.2% over the past week, 6.4% over the past month, and 13.4% over the past year. Over a longer stretch, the stock has delivered 83.3% over three years and 130.8% over five years.

This new Houston build out and broader U.S. supply chain push indicate that Apple is committing more capital and attention to where and how its devices and AI systems are produced. For investors, the key questions are how these manufacturing and training investments affect Apple’s cost structure, product reliability, and its role in U.S. chip and AI hardware ecosystems over time.

Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple.

NasdaqGS:AAPL Earnings & Revenue Growth as at Feb 2026NasdaqGS:AAPL Earnings & Revenue Growth as at Feb 2026

📰 Beyond the headline: 0 risks and 2 things going right for Apple that every investor should see.

For Apple, the Houston expansion is as much about control and resilience as it is about capacity. Shifting Mac mini and AI-server assembly into the U.S., while tying that into a $600b domestic supply-chain commitment, gives Apple more direct oversight of high value hardware tied to Apple Intelligence and its broader services ecosystem. It also tangibly responds to the geopolitical concerns around Taiwan and China that investors have been hearing about since at least 2023, without Apple needing to match the very heavy AI data-center spending seen at Microsoft, Alphabet, or Amazon. At the same time, more U.S. manufacturing can mean higher labor and compliance costs, so the key question is whether Apple’s scale and process discipline can offset that through efficiency and pricing.

How This Fits Into The Apple Narrative

  • The U.S. manufacturing push supports the narrative’s focus on supply-chain optimization, which aims to reduce tariff and geopolitical risk and support margin stability over time.
  • Bringing AI servers and Mac mini production onshore adds execution risk around cost control and yields, which could challenge assumptions that hardware and AI features will easily translate into higher margins.
  • The dedicated Advanced Manufacturing Center and wider supplier investments deepen Apple’s U.S. industrial footprint, an element not fully captured in the narrative’s emphasis on services and on-device AI as drivers of the story.

Knowing what a company is worth starts with understanding its story.
Check out one of the top narratives in the Simply Wall St Community for Apple to help decide what it’s worth to you.

The Risks and Rewards Investors Should Consider

  • ⚠️ Higher-cost U.S. production and complex AI-server builds could pressure hardware margins if Apple cannot offset expenses through pricing, mix, or efficiency gains.
  • ⚠️ Even with diversification, Apple remains exposed to China and Taiwan, so investors still face geopolitical and regulatory risk alongside the large U.S. commitments.
  • 🎁 A broader U.S. chip and manufacturing base, including suppliers like TSMC and Texas Instruments, may help Apple reduce single-region dependence and improve component security.
  • 🎁 Housing AI-server production closer to its data centers could support more reliable Apple Intelligence services, strengthening differentiation versus peers such as Samsung and Google hardware.

What To Watch Going Forward

From here, you will want to watch how quickly the Houston site ramps Mac mini and AI-server output, and whether Apple comments on any margin impact in future earnings calls. Progress on sourcing chips from U.S. facilities, along with utilization of the Advanced Manufacturing Center, will help show whether this shift is improving resilience rather than simply adding cost. It is also worth tracking how Apple positions these U.S. investments alongside its AI partnerships and on-device features as competition from Microsoft, Alphabet, and Samsung continues to evolve.

To ensure you’re always in the loop on how the latest news impacts the investment narrative for Apple, head to the
community page for Apple to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.
It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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