Light footprint, fortress balance sheet, massive cash reserves.
"There is this positive feel for Apple that they don’t have to answer the big question that everybody else does, which is: What is the return on your invested capital in all of these other areas?" — Zack's Brian Mulberry
Read More Apple's CapEx strategy is working to its advantange. Finally.
"Credit where it’s due: Apple is doing whatever it takes to deliver a product that meets user expectations — setting aside pride and its typically cautious spending habits."
Read More Mark Gurman: Why Apple is keeping mum about its collaboration with Google AI
"AI money isn't eternal. Apple's money effectively is, though. They can wait."
Read More AppleInsider: Apple is playing the long game in AI
"Now, to be clear, I’m not declaring AI a total flop — it just hasn’t lived up to the promises of the hardware vendors who told us it would revolutionize the way we use electronics."
Read More Vlad Savov: The iPhone is winning because AI isn't
Jim Cramer is all in on the Apple-Google AI deal
7 months ago
7 months ago"I love this combination, and I think people have to stop complaining about Apple being behind. They'll be fine."
"For Apple, the move marks an acknowledgment that it has fallen behind in AI — and is now willing to rely on outside technology to catch up."
Read More Mark Gurman: Apple is getting Google AI for a song
From Akash Sriram and Zaheer Kachwala's "Apple poised for iPhone sales boost on strong Pro demand" posted Wednesday.
Read More Reuters: Apple shows it can spark a strong iPhone upgrade cycle without AI
Apple ships AI servers early
8 months ago
8 months agoIn response to Trump’s aggressive push to get these projects online as soon as possible, Apple is ahead of schedule, with servers now being shipped to Apple’s data centers across the United States.
If the strengths of A.I. are to truly be harnessed, the tech industry should stop focusing so heavily on these one-size-fits-all tools, and instead concentrate on narrow, specialized A.I. tools engineered for particular problems.
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