"In short, I think Apple has made a good decision here for short term reasons, but I don’t think it’s a short-term decision."
Read More Ben Thompson: With Gemini, Apple has sealed its fate
"It's not that Dell doesn't care about AI or AI PCs anymore, it's just that over the past year or so it's come to realise that the consumer doesn't."
Read More Dell gets points for its nearly AI-free briefing at CES
AI: The buildout hits home
3 months ago
3 months agoAs the buildout of AI infrastructure alarms communities, it is fast emerging as a potent electoral issue across the political divide.
NYT: The ranks of genAI skeptics is growing
3 months ago
3 months agoFrom Evan Gorelick's "Rage Quit" which landed on my desktop Friday via the New York Times.
From "Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett" which aired Friday on CNBC.
Read More Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target
"You want to fade the AI? You done? Then buy Apple."
Read More Jim Cramer: Apple will be the beneficiary of the hyperscalers' investments in AI
“It is remarkable how they have kept their heads and are in control of spending, when all of their peers have gone the other direction.” — Needham's John Barr
Read More Wall Street thinks Apple's AI strategy looks smart — for now
"Roughly a dozen other top AI researchers have left the organization, which is suffering from low morale."
Read More Mark Gurman: Apple's AI and robotics teams are draining talent
Meanwhile, Wall Street seems to have moved on to a new narrative: It doesn’t matter if Apple is late to AI.
Read More Barron's: How slow-moving Apple could win the AI race
The company’s diluted share count has declined by 34.6% over the past 10 years, as the company has spent $708.7 billion on buybacks.
Read More What hyperscalers spend on AI infrastructure, Apple spends on buybacks
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