Yeah the only American company that I think is going to come out of this AI hype cycle unscathed is Apple. They’re the only one not burning their cash reserves like crazy and will be poised to take advantage once the data center roll out proves to have been a bad bet.
Also, Apple seems to be the only US company to have realized that this tech will likely move to edge devices in a few years and they’ve been designing stuff for running models locally. As local models become the norm, they could see a huge boost in sales if other manufacturers can’t catch up.
Yeah the only American company that I think is going to come out of this AI hype cycle unscathed is Apple. They’re the only one not burning their cash reserves like crazy and will be poised to take advantage once the data center roll out proves to have been a bad bet.
Also, Apple seems to be the only US company to have realized that this tech will likely move to edge devices in a few years and they’ve been designing stuff for running models locally. As local models become the norm, they could see a huge boost in sales if other manufacturers can’t catch up.