Microsoft Doubles Down on AI Chips as Apple iPhone 17 Hype Falters

What Happened

This week in consumer tech saw several developments: Investors responded coolly to the anticipated iPhone 17, as leaks and speculation suggested underwhelming updates. Meanwhile, Microsoft significantly increased its commitment to AI semiconductors to power its expanding suite of AI services. Oracle released its Q1 earnings as the broader consumer tech sector continued a sustained rally, driven by optimism about AI and resilient corporate spending. These shifts exemplify how leading players like Apple, Microsoft, and Oracle are navigating rapid market changes and investing heavily in next-generation technology.

Why It Matters

Microsoft\’s focus on AI chips signals a broader industry shift toward custom hardware to enable high-performance AI, placing pressure on traditional hardware models. Apple\’s slower iPhone momentum may alter market dynamics. Read more in our AI News Hub