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As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move (Horace Dediu/Asymco)

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

10 January 2025

Sources: Chinese hackers breached CFIUS, the US government office that reviews foreign investments for national security risks (Sean Lyngaas/CNN)

Sean Lyngaas / CNN:
Sources: Chinese hackers breached CFIUS, the US government office that reviews foreign investments for national security risks  —  Chinese hackers breached the US government office that reviews foreign investments for national security risks, three US officials familiar with the matter told CNN.

Posted from: this blog via Microsoft Power Automate.

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