Apple is notorious for being as closed and opaque as North Korea, but if you know where to look, there are hints of its next moves. Dediu's talk was on how you can spot big moves by Apple by looking at its expenses, which are disclosed by law in the 10-Q and 10-K reports filed with the Securities and Exchange Commission.
Often, there is a bump in equipment spending prior to a product release but it can be hard to track since the company has many products now. Last year, the company spent $600 million on capital equipment expenses, which included its massive 183 acre data center in North Carolina.
The budget for this year? $900 million, and almost none of it has been spent yet. Just what are they going to spend that on? No one is sure yet.