Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts
- Zitron argued that Apple is relatively well insulated because it has spent far less on data centers than rivals such as Microsoft, Google, and Amazon.
- He said the company could use the downturn to make selective acquisitions, though it might simply continue operating largely as before.
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- Zitron argued that Apple is relatively well insulated because it has spent far less on data centers than rivals such as Microsoft, Google, and Amazon.
- He said the company could use the downturn to make selective acquisitions, though it might simply continue operating largely as before.
Sources: Asymco