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NYU Stern pricing expert: There’s a hidden ‘AI tax’ hitting Apple, Dell — and your next phone

Srikanth Jagabathula· ·4 min read · 0 reactions · 0 comments · 11 views
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NYU Stern pricing expert: There’s a hidden ‘AI tax’ hitting Apple, Dell — and your next phone
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Memory chips are key components of almost every consumer-electronics device, including laptops and smartphones. You are now competing for them with the world’s largest AI data centers, and you are losing (and will continue to lose). Recommended Video Apple recently increased prices across its Mac, iPad, HomePod, AppleTV, and Vision Pro product lines, with analysts predicting increases for its flagship iPhone lineup as well.

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Fortune · Srikanth Jagabathula
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Memory chips are key components of almost every consumer-electronics device, including laptops and smartphones. You are now competing for them with the world’s largest AI data centers, and you are losing (and will continue to lose). Recommended Video Apple recently increased prices across its Mac, iPad, HomePod, AppleTV, and Vision Pro product lines, with analysts predicting increases for its flagship iPhone lineup as well. Tim Cook has described these price increases as “unavoidable,” but the pushback has been immediate. Apple earns record profits and sits on a mountain of cash.

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