Apple Will Watch Everything Burn When the AI Bubble Bursts

Apple Will 'Watch Everything Burn' When AI Bubble Bursts

Ed Zitron argues that Apple is well insulated from a potential AI infrastructure collapse because it has spent far less on data centers than rivals like Microsoft, Google, and Amazon. Instead of suffering major losses, the company could simply sit on the sidelines, watch competitors struggle, and perhaps make selective acquisitions while continuing its current operations.

I think they will sit on the sidelines and watch everything burn.

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2026-07-31