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Key Points:
* Apple's $500 billion commitment includes spending for manufacturing and silicon engineering.
* Taiwan Semiconductor Manufacturing also announced a $100 billion AI infrastructure plan of its own, focused on building more facilities in the U.S.
* Given Apple is a major customer of TSMC, I see each company's spending plans as a great way for the two to strengthen their alliance.
Apple is investing $500 billion into various AI infrastructure projects over the next four years.
Over the last several weeks, technology companies have reported earnings for the fourth quarter and full calendar year for 2024. Among the biggest influencers in artificial intelligence (AI) are the "Magnificent Seven" companies: Nvidia, Microsoft, Meta Platforms, Amazon, Alphabet, Tesla, and Apple.
Within this cohort, Microsoft, Amazon, and Alphabet are forecast to spend nearly a quarter-trillion dollars on AI infrastructure just this year. While that's quite a hefty price tag, I don't find this spending out of the ordinary. Over the last few years, each of these tech titans have plowed billions into leading AI start-ups including OpenAI and Anthropic, as well as invested significant capital into data centers and custom chipware.
One member of the Magnificent Seven that has been suspiciously quiet throughout the AI revolution is Apple. Well, that just changed. The iPhone maker recently announced that it plans to invest $500 billion over the next four years -- allocated across areas including manufacturing, silicon engineering, and AI.
www.fool.com
* Apple's $500 billion commitment includes spending for manufacturing and silicon engineering.
* Taiwan Semiconductor Manufacturing also announced a $100 billion AI infrastructure plan of its own, focused on building more facilities in the U.S.
* Given Apple is a major customer of TSMC, I see each company's spending plans as a great way for the two to strengthen their alliance.
Apple is investing $500 billion into various AI infrastructure projects over the next four years.
Over the last several weeks, technology companies have reported earnings for the fourth quarter and full calendar year for 2024. Among the biggest influencers in artificial intelligence (AI) are the "Magnificent Seven" companies: Nvidia, Microsoft, Meta Platforms, Amazon, Alphabet, Tesla, and Apple.
Within this cohort, Microsoft, Amazon, and Alphabet are forecast to spend nearly a quarter-trillion dollars on AI infrastructure just this year. While that's quite a hefty price tag, I don't find this spending out of the ordinary. Over the last few years, each of these tech titans have plowed billions into leading AI start-ups including OpenAI and Anthropic, as well as invested significant capital into data centers and custom chipware.
One member of the Magnificent Seven that has been suspiciously quiet throughout the AI revolution is Apple. Well, that just changed. The iPhone maker recently announced that it plans to invest $500 billion over the next four years -- allocated across areas including manufacturing, silicon engineering, and AI.
Apple Just Gave Taiwan Semiconductor Investors Great News | The Motley Fool
Apple is investing $500 billion into various AI infrastructure projects over the next four years.
www.fool.com
