Apple's AI Strategy: Let Rivals Spend .6T in Data Centers.
The "back end" vendors (Google, Microsoft, Amazon AWS, Facebook) don't have much of a choice than to jump in head first, to compete with likes of OpenAI and Anthropic.
Apple owns distribution of profitable "front end" consumption, so she can afford to 'rent-to-own', albeit to the chagrin of us developers. Wait the competition out, fund good deals when the investment cycles run out?
The "back end" vendors (Google, Microsoft, Amazon AWS, Facebook) don't have much of a choice than to jump in head first, to compete with likes of OpenAI and Anthropic.
Apple owns distribution of profitable "front end" consumption, so she can afford to 'rent-to-own', albeit to the chagrin of us developers. Wait the competition out, fund good deals when the investment cycles run out?