Apple's AI Aspirations: A Tale of Two Upgrade Cycles Gene Munster's recent prediction of a "massive upgrade cycle" for Apple's iPhone business has sent shockwaves through the tech world.
Beneath this surface level narrative, however, lies a more complex story.
While some see this as evidence of resilience in the face of rising memory costs and slowing revenue growth, others are warning that Apple's AI ambitions may be overstated.