a16z News· Moses Sternstein·· 7 ngày trướcĐiểm AI22
Apple Skips the AI Capex Race While Hyperscalers Spend 6x-9x More
Charts of the Week: Apple Skips Capex, and the Crowd Goes Wild (Sort Of)
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Tóm tắt bằng AI
Apple has become the only Mag7 company to beat a major index year-to-date, as its capex stays below pre-AI-spree levels while the four main hyperscalers raised spending roughly 6x-9x since 2023. Roblox said over 80% of its top 100 games by engagement used AI tools in the past month, with daily asset uploads tripling month-over-month.
Nguồn:a16z News · a16z.news