I mean, historically, absolutely, everyone knows that. But do you know for a fact that, now, in 2026 they’re still getting first pick at normal “sweetest deals”? I would assume maybe better than some, or at least still getting supplied at all. But I thought I recently (in the last 2-3 months’ish) heard something about them also getting fucked: by the big AI datacenter players; Apple, to my knowledge, is not, at least not on that scale.

If you have insider/industry experience, though, that’s that… I no longer am close friends with people at Apple, and to dispute confident, current inside knowledge becomes a different discussion for a different place with different people.