This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is making an unusually aggressive push into enterprise artificial intelligence, pitching its newest high-end Macs as an alternative to the expensive cloud infrastructure that has helped Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) dominate the AI boom. Is AAPL fairly valued? Test your thesis with our free DCF calculator.AAPL GF Value chart The argument is largely about economics. Apple says businesses can run increasingly sophisticated AI workloads locally on Macs instead of continually paying cloud providers or AI developers for computing capacity measured in tokens.
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