苹果拟收购AI芯片公司，自建AI基础设施

$AAPL looks to acquire AI chip companies for running AI (Source: The Information)

Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.

But what if Apple joined the others after M&A?

A possible scenario is that they revise capex largely upward for their own AI buildout.

Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs.

Then learned how important it is to have your own infrastructure.

This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.