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asymco@mastodon.social
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The Biggest Bundle?The Biggest Bundle? https://asymco.com/2026/03/26/the-biggest-bundle/
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The most brilliant move in corporate history?The most brilliant move in corporate history?
The most brilliant move in corporate history?
In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Google, Microsoft, and Meta funneled cash into data centers, transforming from cash cows into debt-laden entities, Apple maintained a modest $14 billion capital…
Asymco (asymco.com)