# AI strategy
Latest news and articles about AI strategy
Total: 2 articles found
iPhone 17 Supercycle Fuels Record Quarter — but AI‑Driven Chip Squeeze Puts Margins at Risk
Apple reported a record fiscal Q1 driven by iPhone 17 sales and a services business that exceeded $30 billion in a single quarter. Strong results mask strategic challenges: surging memory prices driven by AI infrastructure demand threaten gross margins, even as Apple pursues a device‑centric AI strategy built around partnerships and selective acquisitions.
Ma Huateng’s Billion-RMB Bet: Can Tencent Buy Time — and Relevance — in the AI Era?
Tencent’s recent billion‑yuan promotional blitz to kickstart an AI assistant exposes a strategic dilemma: the company admits its AI stack needs rebuilding even as it uses cash incentives to buy users. ByteDance’s speed and efficiency, and Alibaba’s open‑source enterprise strategy, frame a three‑way race whose outcomes will determine the next decade of Chinese tech leadership.