Dan Ives Says Apple-Meta AI Partnership Could Help Unlock $75 Per Share in AI Value for AAPL Stock — 'Start of What Could Be Just a Massive Collaboration'
Key takeaways
- Apple’s new AI partnership with Meta could add $75 per share in value, driven by its vast device install base and expected AI‑driven services growth.
- 1.5 billion iPhones
- 2.5 billion iOS devices
- $75 per share value lift
What happened
Apple Inc. (AAPL) and Meta Platforms Inc. (META) announced a partnership that lets developers run Meta’s Muse Spark Open AI model on Apple desktop computers. Dan Ives, a partner at Yorkville Ives, said the hardware integration could add about $75 per share to Apple’s value. Ives highlighted Apple’s large install base—1.5 billion iPhones and 2.5 billion iOS devices—as a key driver for future AI monetization.
Why it matters
The deal positions Apple as a major AI infrastructure player, potentially capturing 20 % of global consumers who use Apple devices for AI. Ives estimates that 15 % of Apple’s services revenue could become AI‑driven, adding significant upside to the company’s earnings profile. The partnership signals a shift toward…
Short-term and longer-term
Short-term. In the next few days, watch for any market reaction to the partnership announcement.
Longer-term. Over the coming months, the partnership could reshape Apple’s revenue mix, pushing more services revenue into AI.