Apple just reclaimed the title of most valuable company in the world, and its 2026 AI capex is about $13 billion. Amazo…
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Apple just reclaimed the title of most valuable company in the world, and its 2026 AI capex is about $13 billion. Amazon, Microsoft, Google, and Meta will spend somewhere around $700 billion combined. Apple pays Google roughly $1 billion a year to license Gemini for Siri. They’re renting the intelligence instead of building it. They can do that because they own 2.5 billion active devices — every AI company has to come through Apple to reach those users. The open question is what happens if the…
Topics in this post
Apple · Google · AI Models · OpenAI
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#ai · #founder · #startup · #venturecapital
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