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Apple
2 dispatches on Apple.
Apple Just Told You Who Actually Won the Memory Market
Apple's June 25 price hikes on Macs and iPads — up to $300 per device — are a direct admission that AI's dominance over the memory supply chain is now a consumer problem, not just a data-center one.
Apple's Siri Runs on Google Now. That's Not a Bug — It's the Compute Crisis Made Visible.
Apple's WWDC Siri AI reveal and Google's deal with SpaceX arrived days apart. Together, they expose the structural reality of the AI era: even the biggest device makers and hyperscalers can't build fast enough alone.