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I'm pretty sure this is for their own infra. FTA:

> Apple said that it, together with Foxconn Technology Group, will later this year begin producing the servers that power the cloud component of Apple Intelligence — a system called Private Cloud Compute — in Houston. That marks a relocation, at least for some production, from overseas. Next year, it says a 250,000-square-foot facility for such manufacturing will open in the city.

[...]

> Apple will also expand data center capacity in Arizona, Oregon, Iowa, Nevada and North Carolina, all states with existing Apple capacity. The company confirmed that mass production of chips started at a Taiwan Semiconductor Manufacturing Co. facility in Arizona last month. Bloomberg News recently reported that plant is building chips for some Apple Watches and iPads.




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