According to insiders, Apple quietly cut daily AI spending caps for some engineers from US$300 to US$200 last month and is considering a further cut to US$100 for some technical teams, while non-engineering groups with a US$100 cap could drop to US$25. Employees needing heavier AI use can request exceptions, but these must be approved by senior leaders. Meanwhile, Apple's R&D spending rose 32% in fiscal 2026, mainly due to infrastructure and AI, and total operating expenses grew 22% to US$75.5 billion, or 16% of net revenue. The article notes that Microsoft, Tesla, Uber and Meta have also tightened AI budgets, and argues Apple's challenge is to ensure its AI investment delivers returns commensurate with its cost.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Nghịch lý tại Apple: Thúc đẩy nhân viên dùng AI,nhưng lại cắt giảm ngân sách từ 300 USD xuống 100 USD/ngày
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/04/2026 | 349.62 |
| Change that session | +5.34% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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