all Apple’s investment plan in AI which they have been getting hammered on for being behind in development.
https://bravenewcoin.com/insights/apple-finally-admits-its-behind-in-ai-now-its-throwing-money-at-the-problem
Show Me the Silicon: $1 Bln on Nvidia, $500 Bln on Everything Else
Cook’s rebuttal is simple, cut a cheque. In March, analyst chatter revealed Apple ordering roughly 250 Nvidia GB300 NVL72 racks, a ~$1 billion splurge to bulk-train large models. That’s pocket change next to Microsoft’s Azure bills, but it’s Apple’s loudest infrastructure spend yet.
Then came February’s bombshell: a $500 billion four-year U.S. investment plan, including a 250 k-sq-ft Houston server plant slated for 2026. Yes, half-a-trillion headlines invite eye-rolls, CapEx accounting tricks are doing some heavy lifting, but Houston’s facility is real steel in the ground, and it’s tuned specifically for Apple Intelligence traffic.