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Apple’s AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback
Key takeaways
- Apple delivered $111.2B in March-quarter revenue and $30.976B in Services—all-time records—without AI-driven capital outlays.
- Microsoft is boosting 2026 Cap Ex by $25B to $190B total as AI revenue hit $37B annually, but MSFT stock is down 14.11% YTD while AAPL is up 3.14%.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn t one of them.
Apple’s AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback Thomas Richmond Thu, May 7, 2026 at 7:41 PM GMT+7 3 min read AAPL MSFT NVDA Quick Read Devendra Hardawar argues Apple (AAPL) is demonstrating discipline by moving slowly on AI while Microsoft (MSFT) accelerates spending.
Apple delivered $111.2B in March-quarter revenue and $30.976B in Services—all-time records—without AI-driven capital outlays.
Microsoft is boosting 2026 Cap Ex by $25B to $190B total as AI revenue hit $37B annually, but MSFT stock is down 14.11% YTD while AAPL is up 3.14%.
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