Apple is already one of the winners of the AI race. It’s making much more profit (ie it ain’t losing money) on AI off of ChatGPT, Claude, Grok (you would be surprised at how many incels pay to make AI generated porn videos) subscriptions through the App Store.
It’s only paying Google $1 billion a year for access to Gemini for Siri
Plus all those pricey 512GB Mac Studios they are selling to YouTubers.
Apple’s entire yearly capex is a fraction of the AI spend of the persumed AI winners.