Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz

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November 11, 2025
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CNBC Television
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Apple's minimal AI spend may lead to big gaps in competition, says Big Technology's Alex Kantrowitz

Transcript

To the AI party. Might that now be a bit of a blessing? We're joined now by CNBC tech reporter Steve Kovach and Big Technology's Alex Kantrowitz, a CNBC contributor. Of course, Mr. Kovach, I'll come to you first. Oh, how things change in perception. We're obsessing over all this money being spent by the hyperscalers, and Apple's like, we haven't sp... Read More

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