Apple Sees Ways to Profit From Its Own AI and Rivals’
Apple is all in on AI — its own and everyone else’s
- Who
- Apple
- What
- reported fiscal-year and fourth-quarter earnings, highlighting AI as a potential driver of sales and services revenue
- Quote
Apple’s latest earnings show how it’s continuing to capitalize on the AI boom without busting its budget on the infrastructure spending consuming its competitors.
What happened
Apple’s earnings call framed AI as a way to sell devices, earn fees from third-party AI subscriptions, and eventually charge for expanded access to its own features. The company reported $2.2 billion in capital expenditures last quarter, compared with $77.3 billion for Amazon and $51.4 billion for Alphabet; those figures cover companywide spending, not just AI. Apple’s approach combines on-device processing, its own servers, and outside AI technology.
Read next
See the full storyApple Sees AI as a Revenue Opportunity Across Devices and ServicesThe story so far
Apple described AI as a way to sell more devices, earn fees from third-party AI subscriptions, and potentially charge for expanded access to its own features. Its approach combines on-device processing, Apple’s servers, and outside AI technology. Apple reported $2.2 billion in capital expenditures last quarter, compared with $77.3 billion for Amazon and $51.4 billion for Alphabet. Those figures cover each company’s overall spending, not AI investment alone.
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