Apple is developing a tabletop robot expected to launch in 2027 as part of its artificial intelligence strategy. The device, resembling an iPad mounted on a movable arm, can swivel to follow users, mimicking human head movements. Apple has also loosely discussed the possibility of humanoid robot models. Meanwhile, major technology companies continue to invest heavily in AI and cloud infrastructure. Nvidia has reached a record $4.4 trillion market capitalization, representing 8.2% of the S&P 500, more than doubling its weight since early 2024. Morgan Stanley has raised its 2025 global cloud capital expenditure growth forecast to 56% year-over-year, totaling $445 billion, driven mainly by Microsoft, Meta, Alphabet, and Amazon, which account for 77% of the projected spending. For 2026, cloud capex is expected to grow 31% to $582 billion. Meta is planning its fourth AI reorganization in six months with the creation of Meta Superintelligence Labs, recruiting talent from Google, Apple, and OpenAI. Despite Apple’s AI hardware plans, some analysts note the company is less aggressive in AI investment compared to its peers. In 2025, Nvidia and Meta stocks have gained over 30%, while Apple’s shares have declined by 7.5%.