NVIDIA is getting a lot of attention today for its chips, but in reality it isn't so much its chips that make AI work it is their software platform and its ability to integrate with its chips. Sounds like Apple doesn't it - and in fact it is.
Apple has an AI opportunity to leapfrog everyone else by utilizing its chips and an ultra-efficient software stack to process Large Language Models (LLM) on its servers. This will also allow Apple to take the high road in terms of ensuring that only high quality and LEGAL data is used for its AI LLMs - something no other AI company currently is doing.
What you suggest of Apple utilizing its processors and software stack is already in place in Microsoft, Google and Amazon with Maia, Axion and Trainium2. A big advantage these three companies have is that already have large datacenters in place, while Apple still behind in this area. Apple had an opportunity to be a leader in this market, but didn't took advantage of it, and now competition are ahead of them. We'll see what they announce in WWDC.
Why is it important that Apple be first, or the biggest?
What has always mattered is the execution... how well the products work. Reliability, trustability, consistency, convenience.
NVIDIA is getting a lot of attention today for its chips, but in reality it isn't so much its chips that make AI work it is their software platform and its ability to integrate with its chips. Sounds like Apple doesn't it - and in fact it is.
Apple has an AI opportunity to leapfrog everyone else by utilizing its chips and an ultra-efficient software stack to process Large Language Models (LLM) on its servers. This will also allow Apple to take the high road in terms of ensuring that only high quality and LEGAL data is used for its AI LLMs - something no other AI company currently is doing.
What you suggest of Apple utilizing its processors and software stack is already in place in Microsoft, Google and Amazon with Maia, Axion and Trainium2. A big advantage these three companies have is that already have large datacenters in place, while Apple still behind in this area. Apple had an opportunity to be a leader in this market, but didn't took advantage of it, and now competition are ahead of them. We'll see what they announce in WWDC.
Why is it important that Apple be first, or the biggest?
What has always mattered is the execution... how well the products work. Reliability, trustability, consistency, convenience.
Apple had an assistant in Siri ahead of the competition. At some point Apple was the first and the biggest, but they didn't execute well, and now the competition are ahead. Just look how MS and Google implemented their assistants in MS Office and Google Workplace, and their respective ecosystems. Also, compare what OpenAI has done with ChatGPT and what Apple has done with Siri. Like you said, execution matters, and Apple had not executed well in AI / LLM. WWDC could change this. We'll see.
NVIDIA is getting a lot of attention today for its chips, but in reality it isn't so much its chips that make AI work it is their software platform and its ability to integrate with its chips. Sounds like Apple doesn't it - and in fact it is.
Apple has an AI opportunity to leapfrog everyone else by utilizing its chips and an ultra-efficient software stack to process Large Language Models (LLM) on its servers. This will also allow Apple to take the high road in terms of ensuring that only high quality and LEGAL data is used for its AI LLMs - something no other AI company currently is doing.
What you suggest of Apple utilizing its processors and software stack is already in place in Microsoft, Google and Amazon with Maia, Axion and Trainium2. A big advantage these three companies have is that already have large datacenters in place, while Apple still behind in this area. Apple had an opportunity to be a leader in this market, but didn't took advantage of it, and now competition are ahead of them. We'll see what they announce in WWDC.
Apple isn't behind as many would like to believe and their path will be different than the rest in tech and the resulting geek howl will be hilarious as usual.
My comment was about processors used in datacenters, and has no relation to the M4 SoC used in a tablet device.
Second, if Apple is not behind in AI, why we are waiting for WWDC to see their AI/LLM roadmap? That's different from. MS and Google, that already have AI/LLM implemented in their products and services.
A lot of it is because of the way Apple handles privacy and your data. They have to create a system that doesn’t identify who you are but yet can create the query you want with relevant information inside that data and sometimes some of that data can be used to identify you, so how does Apple handle your AI needs without knowing who you are and acquiring information that could identify you as an individual and not a random query?
Remember what Matthew McConaughey’s ad said: "Data is the new Gold". You create gold by sharing information. Just be aware of who you share it with.
I might have agreed with you had Apple been enhancing their infrastructure for AI, refining Siri, and integrating AI into their services and applications over the past years. However, they focused on the AVP and EV /"Apple Car". Now, they are pivoting, recognizing that the market and competition focus is on AI. Perhaps they will unveil something at WWDC that revolutionizes the AI/LLM industry. Looking forward to what they announce.
Apple has a pretty good history of coming to the party late. Then when we look back a bit later, it’s quite evident the party hadn’t started until they arrived.
Others rush to market to be “first,” but in their hurry haven’t thought things out. Then Apple shows up - as the chuckling peanut gallery looks on - and offers a device, feature or service that customers find indispensable, Apple finds profitable, and competitors find they need to copy.
Maybe it’ll be different this time, but I wouldn’t bet on it.
This time is different, since Apple was the first with an assistant with Siri. We could say that Apple started the party, but now the competition is ahead. The competition also has the infrastructure and datacenters to run their AI / LLM, while Apple depends in 3rd party providers, like OpenAI. We'll see how they react to the competition in the next few years. Looking forward to WWDC.
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