One of Apple’s unique traits in the AI and DRAM shortage saga is that, unlike hyperscalers, the Cupertino firm doesn’t need to rely on proprietary data center infrastructure or keep up with expansion and upgrades with billions of mandatory investments. With little capital expenditure burdens on its shoulders and the ability to generate billions in its Q3 2026 earnings, one analyst is thoroughly impressed, but believes a new AI roadmap will quell rising memory costs. Siri AI integrations to drive both hardware replacement cycles and recurring subscriptions Apple’s 9-month record for capital expenditure fell 28 percent to $6.8 billion, according […]
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