Apple growth slows as AI strains tech supply chains: FT

Apple stockpiles inventory as it braces for 'significant supply constraints' | TechCrunch

Apple stockpiled $11.1B against memory shortages; it cut guidance to 9–11% growth and raised prices, sending stock down 6%. For IT teams, expect sustained component cost inflation and delayed hardware refresh cycles; Meta, Microsoft, and Samsung face identical supply constraints, reshaping capital allocation and upgrade roadmaps.