Horace Dediu / Asymco: As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their ...
Horace Dediu / Asymco: As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their ...