Fission(@FissionXYZ):Apple $AAPL has become the 2nd company ever to cross the $5 trillion valuation. They did not achieve this milestone through massive AI infrastructure spend. Apple outsourced those heavy data-center costs to Google and kept total control over the consumer touchpoint. Can the rest of Big Tech continue to justify hundreds of billions in AI capex?

Fission

@FissionXYZ

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가입 August 2024

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Fission@FissionXYZ

2026.07.28 15:59

Apple $AAPL has become the 2nd company ever to cross the $5 trillion valuation. They did not achieve this milestone through massive AI infrastructure spend. Apple outsourced those heavy data-center costs to Google and kept total control over the consumer touchpoint. Can the rest of Big Tech continue to justify hundreds of billions in AI capex?