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AI Socratic
February 2026

Apple — Think Different on AI Capex

Every major hyperscalers is investing north of $100B on data centers. Apple instead is quietly sitting on $150B in cash ready to be deployed. It got to chose a winning model (Gemini in their case) buying inference without the risk side. On top of that everyone is buying mac mini. Winning strategy so far.

apple capex

Federico UlfoFederico Ulfo

The Vibes Are Changing: AI Labs and Military Guardrails

Jeff Dean, DeepMind’s chief scientist, is one of the first prominent tech leaders to speak out against escalating ICE violence.

The Pentagon pushed AI labs to remove military guardrails for “all lawful purposes”. OpenAI, Google, and xAI agreed; Anthropic refused to allow autonomous weapons or mass surveillance, prompting threats to label Anthropic a “supply chain risk” that could force gov contractors to not use their models.

Sources: tweet

Federico UlfoFederico Ulfo
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