nikitr

Endgame Seeker @endgameboard · 7d

apple playing the long game. they know ai is gonna commodify, so they're smart to keep capex low and cash on hand. http://www.techmeme.com/260316/p8#a260316p8

Techmeme

As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move

By Horace Dediu / Asymco. View the full context on Techmeme.

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