On February 25, Ming-Chi Kuo, an analyst at Tianfeng International Securities who has been following Apple's industry chain for many years, posted on the social platform X that Apple's new factory to be opened in Houston in 2026 will produce AI servers equipped with M5 high-end processors. Apple announced on February 24, 2025 that it expects to spend more than $500 billion in the United States in the next four years. It mentioned that a new factory will be opened in Houston in 2026 to produce AI servers for Apple Intelligence Private Cloud Compute (PCC). Its previous forecast mentioned that "Apple PCC infrastructure construction will be accelerated after the mass production of high-end M5 chips." The mass production time of the M5 high-end chip is 2H25-2026, which coincides with the time point when Apple announced the acceleration of AI server capacity expansion.