appleinsixdr

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  • Apple could spend $5B on servers to catch up in AI race

    appleinsixdrappleinsixdr

    Did everyone here forget Apple’s multi billion dollar component deal with AVGO Broadcom?
    Who is the second
    largest Al chip company in the world in terms of revenue behind NVIDIA, with multiple billions of dollars of AI accelerator sales. Working with Google helping design their custom AI TPU chips. Although the multi billion dollar component deal with Apple is mainly meant to manufacture 5g components for iPhones. There is no telling if Apple will decide to deploy a custom AI chip following google’s footsteps. Doing so would lead them to Broadcom not nvidia. Broadcom and Apple have years of history together. This is the only candidate I can think of that has the next best shot after Nvidia if Apple doesn’t want to fork over a premium and make chips in house like their M1 processors.  Obviously nvidia has a lead in the AI front with their software, but doesn’t stop others from trying. I believe Apple will pull a Google and design in house AI chips and buy a couple nvidia servers while they’re at it. 
    My question is whose AI training chips are they going to use? Are they going to adapt from currently existed chips, design a new series, or simply purchasing from NVIDIA?

    watto_cobra