Apple is looking to catch up with the likes of Microsoft and Google on Artificial Intelligence and the company is apparently planning to spend a considerable amount of money on AI over the next few years.
According to a recent report from respected Apple analyst Ming-Chi Kuo, Apple could spend around $62 million on AI before the end of 2023 and $4.75 billion on AI in 2024, this will apparently be what Apple spends just on servers, more details below.
My latest survey indicates that Apple plans to purchase 2,000–3,000 and 18,000–20,000 units of AI servers in 2023 and 2024, respectively. It represents about 1.3% and 5% of worldwide AI server shipments in 2023 and 2024, respectively.
I think it’s reasonable to assume that the AI servers Apple purchases are primarily this year’s most popular specification: Nvidia’s HGX H100 8-GPU, designed for generative AI training and inference. It’s also expected that some shipments in 4Q24 will likely upgrade to the B100 solution.
Each HGX H100 8-GPU server is priced at around $250,000. Therefore, it’s estimated that Apple will spend at least about $620 million in 2023 and $4.75 billion in 2024 on AI server purchases. – Ming-Chi Kuo
Apple needs to do a considerable amount of work on Artificial Intelligence to catch up with the likes of Open AI, Google, Microsoft, and others and it will be interesting to see exactly what they have planned for AI over the next few years.
Source Ming-Chi Kuo / Medium
Image Credit:
Latest Geeky Gadgets Deals
Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.
