AI just made Apple more expensive - and IBM may be building the antidote. 👀
Apple raised prices on MacBooks and iPads because memory and storage chips are getting squeezed by AI data centers.
Some examples are already ugly: MacBook Air went from $1,099 to $1,299, MacBook Pro from $1,699 to $1,999, and iPad Air from $599 to $749.
That’s the hidden AI tax.
Not a subscription. Not an app.
Just higher hardware prices because everyone is fighting for chips, memory and compute.
At the same time, IBM showed sub-1nm 0.7nm NanoStack chip tech with nearly 100B transistors.
IBM claims up to 50% more performance or 70% better energy efficiency versus its 2nm generation.
My take: AI is creating the inflation problem first.
Then the next chip generation will try to clean it up.
The real AI winners may be the companies that make intelligence cheaper, not just smarter. ⚡
$IBM
$AAPL
$NVDA
Apple raised prices on MacBooks and iPads because memory and storage chips are getting squeezed by AI data centers.
Some examples are already ugly: MacBook Air went from $1,099 to $1,299, MacBook Pro from $1,699 to $1,999, and iPad Air from $599 to $749.
That’s the hidden AI tax.
Not a subscription. Not an app.
Just higher hardware prices because everyone is fighting for chips, memory and compute.
At the same time, IBM showed sub-1nm 0.7nm NanoStack chip tech with nearly 100B transistors.
IBM claims up to 50% more performance or 70% better energy efficiency versus its 2nm generation.
My take: AI is creating the inflation problem first.
Then the next chip generation will try to clean it up.
The real AI winners may be the companies that make intelligence cheaper, not just smarter. ⚡
$IBM
$AAPL
$NVDA