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Apple flags AI risks, tariff pressures, and China data rules in first 10-Q disclosure
Apple now discloses broad AI risks spanning competition, product liability, IP infringement, data privacy, and bias. The company warns it may fail to identify AI issues before they cause regulatory or legal harm.
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Amazon deploys $50B into OpenAI, books $12B Anthropic gain, doubles debt to $122B
Invested $15B in OpenAI with binding commitment for $35B more by end of 2028, plus expanded AWS-OpenAI cloud deal by $100B over 8 years to total $138B. Positions Amazon as major AI infrastructure player but creates massive capital deployment obligations.
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Microsoft Accelerates AI Infrastructure Spend: $42B in New Datacenter Commitments
Uncommenced datacenter lease commitments surged $42B in one quarter to $197B, signaling massive multi-year capacity expansion that will convert to balance sheet liabilities as facilities come online.
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