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Big Tech's High-Stakes Gamble: Navigating Trump 2.0

Major technology companies are moving decisively to ensure they remain in President Donald Trump’s good graces as his second administration reshapes policy in Washington.

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Apple (AAPL), Meta (META), Google (GOOG), and Amazon (AMZN) are among the corporate giants adjusting their strategies to align with Trump’s priorities, from cutting diversity programs to making high-profile domestic investments.

Apple, for instance, has pledged $500 billion in U.S. projects, including sourcing servers for its AI platform from Texas. Taiwan Semiconductor Manufacturing Co. (TSM) has committed $100 billion toward new facilities in Arizona. These investments are a direct response to Trump’s rhetoric against the CHIPS and Science Act, which he has labeled a "horrible, horrible thing."

The Political Calculations Behind Corporate Moves
Google, in an overt political move, renamed the Gulf of Mexico to the "Gulf of America" in its mapping service while simultaneously rolling back its diversity, equity, and inclusion (DEI) initiatives. The company also removed a restriction from its AI policy that had prohibited the use of its technology for military purposes—an apparent bid to curry favor with the administration.

Meta, under CEO Mark Zuckerberg, has also taken notable steps to ingratiate itself with Trump’s White House. The social media giant has scrapped fact-checking programs, scaled back DEI commitments, and installed Trump ally and UFC CEO Dana White as a board member. Moreover, Zuckerberg personally settled a $25 million lawsuit Trump filed against Meta following his social media ban after the January 6th attack.

Amazon founder Jeff Bezos has similarly made overtures to Trump, leveraging his influence over The Washington Post to shift editorial coverage away from endorsing Trump’s 2024 opponent, Kamala Harris, and toward messaging on personal liberties and free-market policies.

Big Tech’s New Playbook for Survival
Silicon Valley’s calculated engagement with Trump follows a lesson learned from his first term. Apple’s CEO Tim Cook pioneered this approach, securing tariff exemptions on Chinese imports by maintaining a cooperative relationship with Trump. Other CEOs have since followed suit, making the pilgrimage to Mar-a-Lago and the White House in search of favorable treatment.

Microsoft (MSFT) and Nvidia (NVDA) are also navigating these political waters. Microsoft President Brad Smith has urged Trump to relax export restrictions, while Nvidia’s Jensen Huang is working to prevent further trade limitations on semiconductor sales to China. Meanwhile, TSM’s leadership is maneuvering to shield its Arizona investments from Trump's aggressive tariff policies.

As Trump consolidates power in his second term, Big Tech’s willingness to align with his administration marks a stark contrast to its initial resistance during his first presidency. With Trump’s unconventional approach to governance, the tech industry is attempting to secure a seat at the table rather than risk becoming the target of regulatory crackdowns and punitive tariffs.

The question remains: Will these overtures be enough, or is Big Tech simply delaying an inevitable confrontation with an unpredictable administration?


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