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Tim Cook “Apple’s American-made advanced servers are now shipping from our new Houston facility to Apple data centers!”

Does he actually mean, “Assembled in America”…

There’s a big difference and companies tend to use the terms synonymously as marketing tactics in order to appeal to certain groups.

Now if Apple could only roll out the AI features they previewed during WWDC 2024, and promised with iOS 18. Siri is still Siri, Apple AI on the surface is elementary at best and iOS 26 has multiple issues.
Many products are partially assembled elsewhere and final assembly in America. I’m good with what Apple is claiming.
 
Would like to know what you mean by saying "they are so far behind" that they need to pull out a miracle?

No one in AI making money, and in all likelihood, there is going to be a tremendous contraction/consolidation coming.

Yes, AI is a fundamental technology for the future, but I really struggle to see how Apple has lost the race already.
Apple has yet to deliver the Apple Intelligence features it previewed at WWDC 2024, that were originally to be released with iOS 18. No real improvements with Siri, in fact Siri has become worse in some basic features. I personally don’t find Siri useful at all, and it absolutely makes no sense to use Siri as a middleman to access ChatGPT. Apple is definitely behind the game in basic AI use with a personal assistant such as Siri in comparison to Google and others.
 
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Would like to know what you mean by saying "they are so far behind" that they need to pull out a miracle?

No one in AI making money, and in all likelihood, there is going to be a tremendous contraction/consolidation coming.

Yes, AI is a fundamental technology for the future, but I really struggle to see how Apple has lost the race already.
This. Apple currently has a decent moat around its ecosystem. They basically have about two years to figure out how to add enough AI to its ecosystem to prevent someone like OpenAI from developing a competing OS/ecosystem/hardware portfolio that will meaningfully pull market share away.
 
Great hardware, crappy software - i'd rather Apple actually pay the money for some good AI staff rather than let them go and give them the autonomy to make Apple AI / Siri useful.

Jobs was always about the user experince and Apple seems to be losing this focus. They are so far behind the AI game that they either need to buy OpenAI to stay relevant or pull out a miracle.
Apple would be such a better company if Steve Jobs was still living, or if they continued to follow his vision and principles. The core of the Apple is slowly rotting ….
 
Apple has yet to deliver the Apple Intelligence features it previewed at WWDC 2024, that were originally to be released with iOS 18. No real improvements with Siri, in fact Siri has become worse in some basic features. I personally don’t find Siri useful at all, and it absolutely makes no sense to use Siri as a middleman to access ChatGPT. Apple is definitely behind the game in basic AI use with a personal assistant such as Siri in comparison to Google and others.

sure, they're behind on it, but it doesn't answer the question:

how is this a mortal wound that Apple don't have time to fix?

What is this precipice they are so in danger of falling off of?
 
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Yeah, and then when Apple offers a free PRIVATE LLM (emphasis on Large) via the cloud, via your iCloud (family or otherwise) Subscription. Where all your queries, caching, and history, are 100% private, people will go whoa, hmm this is something.

Because right now the closest thing to trying to be private is Ollama.app which is hampered, limited, still costs $$$, and still not 100% private. i.e. They are working on the future of AI where privacy first is paramount. Companies will pay to have this, and not set up their own data centers.
 
Is this just assembly from Chinese components or do they use as much American (or Western) made components as possible?

The world is bifurcating in two trade & security blocs, we are in early days of the second cold war and it's important that the Western world rebuilds its supply chain.
Please do not conflate us (Europe) with whatever the US has become.
Whatever the western values were, don't exist anymore in the US of Trump.
 
Yeah, and then when Apple offers a free PRIVATE LLM (emphasis on Large) via the cloud, via your iCloud (family or otherwise) Subscription. Where all your queries, caching, and history, are 100% private, people will go whoa, hmm this is something.

Because right now the closest thing to trying to be private is Ollama.app which is hampered, limited, still costs $$$, and still not 100% private. i.e. They are working on the future of AI where privacy first is paramount. Companies will pay to have this, and not set up their own data centers.
Ollama is 100% private, running in your hardware, while you then went on to describe handing everything off to Apple’s servers… as if that was an improvement??..
 
Is this just assembly from Chinese components or do they use as much American (or Western) made components as possible?

The world is bifurcating in two trade & security blocs, we are in early days of the second cold war and it's important that the Western world rebuilds its supply chain.
Does it matter? It still earns them brownie points. Let's tale this one step at a time.
 
I doubt they use all American (or Western) made components. TSMC has a fab in Arizona that can supply SoCs for that plant. It currently can only produce chips using their N4 (4nm) process, which translates to M2 family chips. I found an article from last year that says the first servers to be produced in Houston would be based on M2-Ultra. So maybe the core of the system is American made.
I think it’s safe to assume the silicon is M2-Ultra based and comes from Fab 21 (Phase 1, 5nm/4nm) in Arizona. The chassis is probably made in Houston (or Austin), but most other components are imported.

So these are replacement/expansion servers for existing PCC data centers.

We can speculate about what the next-generation PCC servers might be, maybe a specialized M5 variant that could be produced at Fab 21 (Phase 2, 3nm) when it begins volume production in 2028. So it would follow the same pattern, with the PCC data centers that use the next-generation servers already in existence by then.
 
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Where are the servers for EU customers? Where are the AI tools for EU customers?
Where is the support of languages for all EU customers?

Apple need to ship this as well!
 
The only thing that matters to me is how energy efficient Apple can make its AI servers and how that translates into performance per watt. At some point AI is going to hit a tipping point from a power consumption cost and politicians are going to get involved and/or the general public is going to start protesting this en masse. The current power cost/benefit is ridiculously bad at this point. I need solid, resilient infrastructure for my power, not puppies and cats flying jets videos.
 
Where are the servers for EU customers? Where are the AI tools for EU customers?
Where is the support of languages for all EU customers?

Apple need to ship this as well!
Apple is going to defer that to the EU at this point. The EU seems to be in control of its own technological progress whether you think tech companies are being petty and spiteful is entirely based on your personal point of view.
 
This. Apple currently has a decent moat around its ecosystem. They basically have about two years to figure out how to add enough AI to its ecosystem to prevent someone like OpenAI from developing a competing OS/ecosystem/hardware portfolio that will meaningfully pull market share away.
And even in the case of OpenAI making hardware…well…
They seem just about as confused as Apple does, if not more.
 
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