Post #15746 by tecmo on the Berkshire Hathaway board

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Will they mail shareholders another $1 Trillion of excess capital they don't need in the next 10 years? The next 7?

As a point of reference, both Google and Microsoft are deploying upwards of $100B in capital for data center capacity in the next 12-18 months.

What is Apple's position going to be?

1. Invest in their own capabilities for AI? (would require significant CapEx)
2. Setup another partnership agreement with a hyper scaler? note: This is what Amazon has done)
3. Buy an AI platform provider? (this could easily cost $500B)

My guess is that they will look at option [2] as it worked well for them in Search (Google Partnership).

tecmo
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