Apple’s Ability To Remain Largely Burden Free From Data Center Expenses And Maintain Cash Generation Is Impressive But Offsetting DRAM Costs Requires A New AI Roadmap

One of Apple’s unique traits in the AI and DRAM shortage saga is that, unlike hyperscalers, the Cupertino firm doesn’t need to rely on proprietary data center infrastructure or keep up with expansion and upgrades with billions of mandatory investments. With l…