The partnership gives Mac users access to Meta's AI model and could help Apple earn more from services. Ives's $75-per-share estimate is a forecast, not a result, but the confirmed deal makes the report favorable for Apple.
This gives Apple another way to make its devices useful for AI and could support more services sales. Ives expects AI to drive more services sales over coming years, but his figures are estimates, not reported results. The confirmed partnership is the strongest fact in Apple's favor.
The deal lets developers run Meta's model on Apple desktop computers, expanding its reach. Ives sees room for more partnerships and AI sales, but the article reports no revenue gains yet.
The article says memory chip demand is 13 times supply and mentions CoreWeave among AI infrastructure firms. It reports no new CoreWeave deal, sales, or other company change, so this story does not alter its outlook.
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