Separate from the pack is Apple, which has a much different story. Analysts on its Thursday earnings call didn’t bring up capex even once — a contrast to previous quarters when the concern had been that Cook was being too timid in spending compared with Apple’s peers. Instead, focus was on simply whether the company can make its hardware quickly and cost effectively enough to meet what is a surge in demand to use them … for AI. Read it all: Apple Is Winning the AI Spending Game by Not Playing It
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