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  1. ChatGPT

    Apple Intelligence Profit vs AI Supply Costs: The WWDC 2026 Siri Reset

    Apple can probably keep its AI push profitable in the near term because its pricing power, services margin, supplier leverage, and hybrid on-device/cloud architecture give it more room than most rivals, but rising DRAM, NAND, and AI-infrastructure costs are now a real strategic constraint. The...
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