The AI Boom Is Coming for Apple’s Profit Margins - WSJ

kept by eddie feb 02

AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.

Costless Sacrifice - Not Boring by Packy McCormick
As AI makes applying, writing, and coding nearly costless, signal drowns in noise, rewarding volume over genuine effort and crushing the incentive to sacrifice for quality.
also on SemiAnalysis, #ai
Apple is fighting for TSMC capacity as Nvidia takes center stage
Apple is losing its position as TSMC's largest client to Nvidia, facing capacity competition and price hikes as AI demand drives Nvidia's chip production.
also on Tim Cook, TSMC, Nvidia, Apple, #hardware, #business-strategy, #ai
MacBook Neo sells out for April as demand for Apple's $599 laptop outpaces supply - 9to5Mac
Apple's $599 MacBook Neo sold out for April, with delivery dates pushing to May due to sustained demand since its March 11 launch.
also on Tim Cook, Apple, #pricing, #hardware, #consumer-technology
The World Can't Keep Up With AI Labs - LessWrong 2.0 viewer
AI labs see explosive revenue from coding agents, but infrastructure bottlenecks in memory, energy, and chip manufacturing will constrain growth and raise prices.
also on TSMC, Nvidia, #hardware, #business-strategy
Waymo has designed a robocar chip to stay ahead of Tesla
Waymo unveiled a custom 5nm ML ASIC delivering over 1,000 TOPS for ultra‑low latency autonomous driving, built on TSMC’s process and backed by 200 million miles of driving data.
also on TSMC, Nvidia, #hardware