Apple bets on AI across its own and third-party tech to grow revenue

Apple is all in on AI — its own and everyone else’s

Apple turns AI use into revenue through hardware sales, a cut of third-party AI app subscriptions, and planned paid tiers of its own AI services. Last quarter's capital expenditure was $2.2 billion, against $77.3 billion for Amazon and $51.4 billion for Alphabet; those figures cover total capex, not AI alone.

Why it matters: Apple makes money from AI through hardware, app subscription cuts and paid tiers of its own services, while spending far less on capex than peers building infrastructure.