Apple's Quiet AI Strategy Leaves Investors Guessing, But New M2 Chip Hints at Powerful AI Future for Mac and iPad

Apple has been quiet on AI despite its importance, leaving investors unsure of its strategy.

AI will drive increased computing demands, accelerating hardware refresh cycles. Dell expects this will benefit its business.

Apple's new M2 chip demonstrates powerful AI capabilities, though current Macs/iPads lack it.

Past Mac/iPad pull-forwards obscure the opportunity from an AI-driven refresh cycle.

AI refresh could boost Mac/iPad sales within 12-18 months as applications necessitate upgrades.