Mac OS Ken Suddenly Apple's Low A.I. Spend is a GOOD Thing - MOSK: 02.06.2026
Feb 6, 2026
A look at why Apple’s modest A.I. spending may have been a smart financial move this week. Coverage of the EU finding Apple Maps and ad services too small to be designated under new rules. A brief note on a watchOS update addressing emergency connectivity in Australia. Discussion of Tim Cook’s public comments on immigration and the debate over corporate political responsibility.
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Low AI Spend Turned Into An Advantage
- Apple’s relatively low AI capital spending became a market advantage during a week when heavy AI investors faltered.
- MarketWatch notes Apple’s $13B 2026 CapEx contrasts sharply with Meta and Google’s much larger AI-driven forecasts.
EU Says Maps And Ads Are Too Small
- The European Commission found Apple Maps and Apple Advertising too small to be designated gatekeepers under the DMA.
- Apple said competition is significant and welcomed the Commission's recognition of limited market impact.
Install watchOS 11.6.2 If Still On Older Builds
- Update eligible older Apple Watch models to watchOS 11.6.2 if they haven't moved to watchOS 26 or later.
- The update fixes a cellular issue connecting to emergency services in Australia.