原文：
$AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined the others after M&A?
A possible scenario is that they revise capex largely upward for their own AI buildout.
Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs.
Then learned how important it is to have your own infrastructure.
This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.
翻译：
$AAPL 计划收购人工智能芯片公司以运行人工智能（来源：The Information）
目前，$MSFT、$META、Amazon 和 Google 正在承担人工智能资本支出。
但如果苹果在并购后加入其他公司呢？
一种可能的情景是，他们大幅上调资本支出用于自己的人工智能建设。
由于他们可能目睹了谷歌因计算资源限制而切断 Meta 的合作... 或者与 OpenAI 合作开发大型语言模型时会发生什么。
然后他们意识到拥有自己的基础设施有多重要。
这种情景将从光网络到晶圆厂等方面带来相当乐观的主题，市场也不会料到吗？我们拭目以待。
$AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined the others after M&A?
A possible scenario is that they revise capex largely upward for their own AI buildout.
Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs.
Then learned how important it is to have your own infrastructure.
This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.
翻译：
$AAPL 计划收购人工智能芯片公司以运行人工智能（来源：The Information）
目前，$MSFT、$META、Amazon 和 Google 正在承担人工智能资本支出。
但如果苹果在并购后加入其他公司呢？
一种可能的情景是，他们大幅上调资本支出用于自己的人工智能建设。
由于他们可能目睹了谷歌因计算资源限制而切断 Meta 的合作... 或者与 OpenAI 合作开发大型语言模型时会发生什么。
然后他们意识到拥有自己的基础设施有多重要。
这种情景将从光网络到晶圆厂等方面带来相当乐观的主题，市场也不会料到吗？我们拭目以待。
Comments
Unlock