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AI server makers are hoping to obtain orders from Apple ahead of its highly anticipated unveiling of new AI features later this year, according to Taiwanese research firm TrendForce.

hey-siri-banner-apple.jpg

Server manufacturer Supermicro is reportedly "aggressively expanding" its efforts to secure AI-related orders from Apple. The company has the potential to double its shipments of AI servers this year, supported by orders from existing clients including CoreWeave and Tesla.

Late last year, Apple analyst Ming-Chi Kuo reported that Apple is expected to spend around $4.75 billion on servers to support its AI technology in 2024, up from $620 million in 2023. The company could purchase up to 20,000 servers this year.

Apple is widely expected to announce a range of new AI features at WWDC later this year as part of the preview of iOS 18 and its other software updates. At its annual shareholder meeting yesterday, Apple CEO Tim Cook said that the company will "break new ground" in generative AI in 2024. "We believe it will unlock transformative opportunities for our users," he added.


Article Link: iOS 18: AI Server Industry Aiming to Win Business From Apple
 

LoveTo

macrumors regular
Oct 3, 2021
116
917
Wow.. The pressure is mounting from everywhere. Investors, Chinese customers, and now suppliers. I hope Apple doesn’t cave in and deliver a sub-standard product. Apple is usually late to the game but deliver something refined. Hopefully that tradition continues with Gen AI
 

blastdoor

macrumors member
Dec 29, 2022
31
113
Apple should be making their own servers for internal use and to provide seamless cloud computation to customers. It’s crazy to feed nvidia’s crazy margins when Apple has the hardware and software talent to do this themselves. Unlike tv shows and cars, this is something well within apples core competency. If Apple can make the morning show, they absolutely should make their own AI servers.
 

PhoenixAnhart

macrumors member
Aug 7, 2023
82
141
Apple should be making their own servers for internal use and to provide seamless cloud computation to customers. It’s crazy to feed nvidia’s crazy margins when Apple has the hardware and software talent to do this themselves. Unlike tv shows and cars, this is something well within apples core competency. If Apple can make the morning show, they absolutely should make their own AI servers.
It's almost like there's a reason why they're doing this. If you think Apple can just compete with Nvidia's offerings "internally", you don't understand the space in the industry that they occupy.
 

Rychiar

macrumors 68030
May 16, 2006
2,684
5,857
Waterbury, CT
Wow.. The pressure is mounting from everywhere. Investors, Chinese customers, and now suppliers. I hope Apple doesn’t cave in and deliver a sub-standard product. Apple is usually late to the game but deliver something refined. Hopefully that tradition continues with Gen AI
debatable. apple needs to stop lagging behind so much and keep up with the competition. People get bored with the same old same old way they eek out new features.
 
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mdnz

macrumors 6502a
Apr 14, 2010
525
2,066
The Netherlands
Wow.. The pressure is mounting from everywhere. Investors, Chinese customers, and now suppliers. I hope Apple doesn’t cave in and deliver a sub-standard product. Apple is usually late to the game but deliver something refined. Hopefully that tradition continues with Gen AI

Meh… The other massive tech companies managed to integrate it into their products already. Asking Siri how is the weather and it searches the web for a new dish washer shows how far they’re behind when they had plenty of time to be in the lead.
 

twolf2919

macrumors 6502
Aug 26, 2014
455
766
Given Apple's statements about its privacy respecting AI efforts happening on-device - i.e. on your iPhone or Mac - I'd be a little leary of articles claiming Apple will invest billions into AI "servers". I'm not saying no AI will happen on servers, but by Apple's own statements - and some of the research published by Apple engineers - the bulk should happen on user devices.
 

erikkfi

macrumors 68000
May 19, 2017
1,726
8,090
Don't be surprised if a lot of this AI stuff gets folded under an iCloud add-on subscription. Apple won't lay out this kind of capital just to enhance their existing ("free") operating systems.
 
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Verified Whiskey

Suspended
Mar 27, 2023
245
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server makers are hoping to obtain orders from Apple ahead of its highly anticipated unveiling of new AI features later this year

Apple CEO Tim Cook said that the company will "break new ground" in generative AI in 2024.
Gonna be funny when Apple announces that the groundbreaking features of generative AI is that it all happens on-device and they won’t need these server centers like all the other players of AI right now 😂
 

seek3r

macrumors 68020
Aug 16, 2010
2,377
3,449
Gonna be funny when Apple announces that the groundbreaking features of generative AI is that it all happens on-device and they won’t need these server centers like all the other players of AI right now 😂
Even if most of the work at the consumer end is done on device the base models those devices use will be built on much much bigger hardware and constantly refined there too
 
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erikkfi

macrumors 68000
May 19, 2017
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I'll take that bet, Apple's going to want this as a selling point for new phones/etc, they wont gate it as a subscription
Right away they very likely won't, but within three years I expect the most useful AI features Apple offers will be part of some subscription.
 
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klasma

macrumors 603
Jun 8, 2017
6,315
17,732
Given Apple's statements about its privacy respecting AI efforts happening on-device - i.e. on your iPhone or Mac - I'd be a little leary of articles claiming Apple will invest billions into AI "servers". I'm not saying no AI will happen on servers, but by Apple's own statements - and some of the research published by Apple engineers - the bulk should happen on user devices.
You cannot run anything close to GPT on a smartphone. They’ll either have to run on the server, or be much more limited in what they do (or both).

In any case, they’ll need the servers to train the models, even if the trained models then run on-device.
 
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JPack

macrumors G5
Mar 27, 2017
12,891
24,412
It’ll be another banner year for Nvidia and Supermicro. There’s basically only one preferred way to train AI right now and that’s by using H100/H200. Using anything else is like trying eat spaghetti with a spoon. Nobody in the industry does it.
 

blastdoor

macrumors member
Dec 29, 2022
31
113
It's almost like there's a reason why they're doing this. If you think Apple can just compete with Nvidia's offerings "internally", you don't understand the space in the industry that they occupy.
Not sure what you're trying to say. How about you just make your point, rather than hiding your point by veiled insults? Say what you mean, or say nothing. It's put up or shut up time, buddy. Make an argument or go home.
 
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