Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
One of these companies is not like the others. — If you've been following the Big Tech companies' earnings reports …
Sherwood News Rani Molla
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Discussion
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@ranimolla
Rani Molla
on x
Sitting out the conversation on spending ungodly sums on data centers is lone Big Tech company Apple, whose capex actually *declined* last quarter https://sherwood.news/...
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@sambiddle.com
Sam Biddle
on bluesky
Well yeah their software is perfect, not much to spend on [embedded post]
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@parismarx.com
Paris Marx
on bluesky
how long until apple's decision not to chase the AI hype starts looking like a competitive advantage? [embedded post]
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@sherwood.news
@sherwood.news
on bluesky
One of these companies is not like the others. — https://sherwood.news/tech/apple-is- the-only-big-tech-company-whose-capex- declined-last-quarter/
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@patrickmcgee_
Patrick McGee
on x
It's almost like - and hear me out - - Apple's $600bn pledge to “invest” in America is some combo of smoke, mirrors, and BS.
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r/BlackboxAI_
r
on reddit
Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
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r/Economics
r
on reddit
Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
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r/technology
r
on reddit
Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
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@amir
Amir Efrati
on x
https://www.theinformation.com/ ... @mvpeers
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r/technology
r
on reddit
Big Tech's ‘breathtaking’ $660bn spending spree reignites AI bubble fears