AI EXPOSURE
Apple
The exposure here is a cost line and a dependency, not a revenue line: Apple names AI among the reasons R&D is rising a third year on year, and reports no AI revenue anywhere. It buys far less compute than the others in this layer, which is itself the datapoint.
AllFactsAI holds no position in Apple (AAPL), as at 16 October 2026.
Hyperscalers
Not disclosed
Quarterly R&D: $11.73bn in the quarter to 27 June 2026, 11% of sales and up 32%, with AI named among the drivers
This company's long-form card is not written yet.
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