{"id":139834,"date":"2025-11-14T18:02:14","date_gmt":"2025-11-14T18:02:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/139834\/"},"modified":"2025-11-14T18:02:14","modified_gmt":"2025-11-14T18:02:14","slug":"apples-limited-ai-exposure-is-paying-off-again","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/139834\/","title":{"rendered":"Apple\u2019s limited AI exposure is paying off again"},"content":{"rendered":"<p class=\"css-fiuwhu\">While not exactly riding high amid the broad tech and AI sell-off, <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/us\/en\/stocks\/AAPL\/?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Apple<\/a> has the distinction among its Big Tech peers of having mostly maintained its stock price this month, while most others, including <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/us\/en\/stocks\/MSFT\/?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Microsoft<\/a>, <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/stocks\/AMZN?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Amazon<\/a>, <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/us\/en\/stocks\/GOOGL\/?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Google<\/a>, and <a class=\"inline-stock css-1iix00n\" href=\"https:\/\/robinhood.com\/stocks\/META?source=sherwood\" rel=\"nofollow noopener\" target=\"_blank\">Meta<\/a>, have gone into the negative. <\/p>\n<p class=\"css-fiuwhu\">Once <a href=\"https:\/\/sherwood.news\/tech\/maybe-apple-isnt-an-ai-company-after-all\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">again<\/a>, it appears Apple\u2019s relatively limited exposure to AI, while not quite an asset, isn\u2019t the demerit it could be. Even as the company has increased its capital spending to build out its AI capabilities, that spending still pales in comparison to its peers. <\/p>\n<p class=\"css-fiuwhu\">Microsoft, Amazon, Google, and Meta combined spent nearly <a href=\"https:\/\/sherwood.news\/tech\/amazon-alphabet-meta-and-microsoft-combined-100-billion-capex\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">$100 billion<\/a> on purchases of property and equipment last quarter alone. Apple, which has largely failed to deliver the AI iPhone features it promised more than a year ago, spent a miserly $3 billion last quarter. And at the company\u2019s most recent iPhone event, mentions of AI were <a href=\"https:\/\/sherwood.news\/tech\/apple-ai-was-m-i-a-at-iphone-event\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">mostly MIA<\/a>. <\/p>\n<p class=\"css-fiuwhu\">Apple is still trying to up its AI game, but it\u2019s doing so <a href=\"https:\/\/sherwood.news\/tech\/apple-google-siri-gemini-deal-report\/\" target=\"_blank\" class=\"css-uubm0\" rel=\"noopener nofollow\">with the help of Google\u2019s Gemini<\/a>, paying it $1 billion a year to use the model on its iPhones. Similarly, Apple is continuing with its hybrid data center model, where it uses both its own data centers and third-party capacity, as a way to rein in its own spending. <\/p>\n<p class=\"css-fiuwhu\">As a result, Apple, unlike everyone else, has mostly been able to avoid persistent questions about massive AI spending and how exactly it\u2019s going to pay off.<\/p>\n","protected":false},"excerpt":{"rendered":"While not exactly riding high amid the broad tech and AI sell-off, Apple has the distinction among its&hellip;\n","protected":false},"author":2,"featured_media":139835,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,61,60,80],"class_list":{"0":"post-139834","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-ie","12":"tag-ireland","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/139834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=139834"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/139834\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/139835"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=139834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=139834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=139834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}