Apple never competed in the "AI race" in the first place, because they already knew they were already at the finish line.
This was really unsurprising [0].
> This is an obvious moat for Apple who can offer a cheaper alternative for training, inference AI server farms.
According to Bloomberg, Apple's inference server farms are a flop: https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-rep...
the chips [...] are not powerful enough to run the latest frontier models like Gemini, which the new Siri will be based on
Your linked comment argues the opposite.
> Won't be surprised for the re-introduction of Xserve again but for AI.
This means, Apple is gonna spend a lot of money standing up data centers (CapEx). And the article in question is essentially saying that Apple is smart not to spend any money.
It sounds like there's a bit of wishful thinking on - Whatever Apple is doing is 4D chess. Apple not spending any money - That's genuis. Apple re-introducing Xserve racks - genius.