Apple Will 'Watch Everything Burn' When AI Bubble Bursts

苹果将在人工智能泡沫破裂时“看着一切燃烧”

来源: macrumors.com | 主题: AI | 评论: 79

时间: on Monday July 27, 2026 @01:00PM

MacRumors interviewed AI critic Ed Zitron, author of the Where's Your Ed At newsletter and host of the Better Offline podcast, about what could happen to Apple if the costly AI infrastructure boom collapses. Zitron argued that Apple is relatively well insulated because it has spent far less on data centers than rivals such as Microsoft, Google, and Amazon. He said the company could use the downturn to make selective acquisitions, though it might simply continue operating largely as before . "I think they will sit on the sidelines and watch everything burn," Zitron said. Here's an excerpt from the report: If the bubble deflates the way you expect (write-downs, too much compute supply, possibly OpenAI cratering), can you walk us through what that would actually look like for Apple? Does anyt

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