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Apple’s $5T Run Is Changing Everything Investors Believed About Nvidia and AI
['Jennie Pham', 'Marko Nguyen', 'Vincee Cole']
Memeburn
The Spending Gap That Explains EverythingLine up the numbers and the gap is obvious.
Altogether, Big Tech’s AI spending is on track to hit around $600 billion in 2026.
Investors rewarded aggressive AI spending for two years.
How much does Apple spend on AI compared to its rivals?
Is Apple’s AI strategy sustainable long term?