Exponential View: global AI sales, excluding China, hit $25B in Q1
Exponential View: global AI sales, excluding China, hit $25B in Q1, exceeding an estimated $21B in data center and chip depreciation costs; margins remain thin
Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies …


Apple says "the rapid expansion of AI data centers has created
Apple says “the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage”; the MacBook Neo rises to $699 from $599 — Apple Inc. took the extreme measure of raising prices of Macs, iPads and home devices on Thursday …
Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has
Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has “never seen a component price increase this much, this quickly”; iPhone is unchanged — Increases come a week after Tim Cook said higher memory costs made them ‘unavoidable’