The companies building giant AI compute for themselves have started renting it out: SpaceX leased all of Colossus to Anthropic, and Meta says a cloud business is on the table. Apple is about to have the most efficient, most private inference fleet on earth. Can it keep that to itself?
This feels like a classic “everyone becomes a cloud provider” extrapolation that ignores how little of cloud is actually about owning compute and how much is about operating a full dev platform.
Apple isn’t going to turn itself into AWS just because it has servers. This would require a complete shift in their business model, and I highly doubt their will to run a messy infra business it has never shown interest in. SpaceX and Apple have completely opposite cultures.
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