"Has Apple fumbled the AI revolution? Not at all. It is making a cold-eyed bet that the most frenzied build-out in the history of American capitalism will produce inadequate returns."
"Data centers have already proliferated across the Gulf, with 61 in Saudi Arabia and 57 in the Emirates."
Read More War fallout: Iranian drones damage AI data centers
In our view, launch of personalized Siri to enable services to maintain conversational context on the AI Companions will play a major role in determining the likelihood of success for Apple in relation to planned AI Companions. — Analyst Amit Daryanani
Read More Evercore: Apple's 'AI Companions' are waiting in the wings
AI is getting a bad rep
1 month ago
1 month ago"It’s extremely hurtful, frankly." — Nvidia CEO Jensen Huang
"Data released this week offers a striking corrective to the narrative that AI has yet to have an impact on the US economy as a whole." — Stanford's Erik Brynjolfsson
Read More AI gobbled up 400,000 U.S. jobs last year — Professor
"Pay attention to what I'm going to tell you: Apple is going to own consumer AI."
Read More Josh Brown: 'I think Apple could be the stock of the year'
"And yes, it’s for all these jobs that we’re being told AI can do." — Nickle LaMoreaux, IBM’s chief human resources officer
Don't blame Apple
2 months ago
2 months ago"It is possible that the amount invested in AI in the U.S. since the middle of 2022 exceeds all prior investments in the entire tech industry. That alone should give everyone pause.” — Veteran tech investor Roger McNamee
Mark Gurman rains on Apple's blowout results
2 months ago
2 months ago"The company needs more than a holiday season sales bump — it needs a path to leadership in the next era of computing."
"Maybe we can ask this machine, 'Hey, what would Aristotle have said?'"
Read More Saturday Apple video: Steve Jobs anticipates genAI (1983)
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