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Recently, a report by Bloomberg claimed that Apple is investing 1 billion dollars to bring artificial intelligence capabilities to its products. Now “Ming-Chi Kuo”, a famous analyst, has also announced that this company in 2023 at least 620 million dollars In the field of artificial intelligence servers, it has spent and wants to increase this figure to 2024 4.75 billion dollars deliver
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In a note on the Medium platform, Ming-Chi Kuo claimed that Apple plans to buy between 2,000 and 3,000 AI servers this year, and that number will reach 20,000 next year. Ko believes that the company currently has servers with chips Nvidia HGX H100 will buy for productive AI, and next year for chips B100 will go It should be mentioned that the price of each H100 chip, which Nvidia considers a supercomputer platform for artificial intelligence, is about 250 thousand dollars.
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Apple has to make up for its lags in the field of artificial intelligence
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Of course, it seems that Ming-Chi Kuo is speculating more in this regard. Cupertinos are probably buying and installing these chips in their servers to bring more security and privacy to themselves, he says, rather than using virtual hardware.
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This well-known analyst believes that Apple can develop its own server chips to save costs; But there is no evidence of this yet.
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Although Apple seems to be investing heavily in AI, it still has a long way to go to catch up with Meta and Microsoft. The company also has to spend on manpower, infrastructure, etc., and Ko believes that several billion dollars of capital is needed annually to catch up with the competition. He says that if Apple does not invest enough in this field, it will not have a chance to compete in the productive artificial intelligence market.
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