alt Hacker NewsThe Mag 7 spending around $700B on capex this year, expected around a trillion next year.
That's more than their combined FCF, and they're borrowing to bridge the gap.
The Mag 7 spending around $700B on capex this year, expected around a trillion next year.
That's more than their combined FCF, and they're borrowing to bridge the gap.
One is not spending anything out of the ordinary up until this point in comparison to their competition. But the Apple Silicon design group might start spending some money on something practical, something that might begin the typical Apple long-range process of replacing two or three existing companies within their current supply chain, but that’s nothing new over the last 25 years.