"After raising $50 billion in debt and equity in early 2026, Oracle has found banks are no longer willing to finance AI data center buildouts."
Benedict Evans on Apple AI
5 days ago
5 days ago"There’s a view going around now that Apple and Tim Cook are being geniuses in sitting out the AI capex surge, which doesn’t make much sense to me."
Can Apple build an AI with a human face?
5 days ago
5 days agoFifty-five percent of Americans say AI will do more harm than good in their day-to-day lives, an 11% increase since last April, according to poll results released Monday.
Apple as AI distributor
6 days ago
6 days ago"Now Apple is ready to flex its distribution capabilities to over two billion Apple iPhone and Mac users globally, with all manner of AI products."
"The opportunity to turn Apple Intelligence into a moneymaker has effectively passed."
Read More Mark Gurman: Forget AI, Apple's core strength is hardware
"It has so many fan boys, this company, that no matter what happens, no matter how far down the road they kick the can on AI and other purported growth drivers, they always come in to support the stock."
Read More Why this Apple 'uber-skeptic' doesn't sell his stock
"In fact, Apple has complete access to the Gemini model in its own data center facilities."
Read More Jessica Levin: Apple's AI deal with Google runs deep
Playlist Playground (in beta) uses AI to generate a song playlist from a text prompt.
Read More iOS 26.4 adds a touch of AI to Apple Music, plus more emojis
"Its artificial-intelligence revenue is set to top $1 billion this year, reassuring investors wary of rivals’ sky-high spending."
Read More WSJ: Even with a brain-dead Siri, AI has become a cash cow for Apple
From "Tim Cook talks Apple's 50th anniversary" which aired Tuesday on ABC's Good Morning America
Read More Apple's Tim Cook takes questions about AI, retirement, Donald Trump
9 Comments