> this is almost certainly being driven by Apple’s Private Cloud Compute architecture and not tariffs, as an investment of this magnitude is not planned overnig

> this is almost certainly being driven by Apple’s Private Cloud Compute architecture and not tariffs, as an investment of this magnitude is not planned overnight. The tarriffs haven't happened overnight. They've been discussed for going on 2 full years now. Anyone who wasn't blinded by their own political preferences saw this coming.