Why this earnings season is the end of an era for Apple
The AI era is upon Apple, and all of its tech peers, and the stories it tells its investors and customers about its products are about to change forever.
Almost without exception, every question from analysts covering Apple’s earnings call this quarter was about artificial intelligence.
How will Apple’s recently announced Apple Intelligence for iPhones, iPads and Macs affect services revenue? How will the platform, which requires that Apple roll out a global network of its own AI-capable servers similar to the AI servers Microsoft has put into its own Azure cloud service, affect capital expenditure in the future? How will it affect iPhone upgrades?
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John Davidson is an award-winning columnist, reviewer, and senior writer based in Sydney and in the Digital Life Laboratories, from where he writes about personal technology. Connect with John on Twitter. Email John at jdavidson@afr.com
