AI: Apple CEO Ternus’ design & supply chain pragmatism in AI. AI-RTZ #1255
· Source: michaelparekh.substack.com
In short
Eight weeks into John Ternus's tenure as Apple CEO, the company has launched thirteen products in 57 days, capped by its first touchscreen MacBook Pro — a reversal of a 16-year Apple stance. The piece frames the Ternus era as hardware first with AI riding on it, while Apple absorbs the cost of 'RAMageddon': flash prices roughly quintupling, memory sold out through 2029 and hyperscalers outbidding Apple for supply. It details how the vaunted Cook-built supply chain is being squeezed, with Apple expected to spend about $25 billion on flash this year for roughly the volume it bought for $6 billion in 2025.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 44, 2026: Warehouse AI now has live throughput proof: Aeon reports loading doubled at Saitama
Tags: supply-chain, semiconductors, memory, procurement, hardware