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

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.

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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.

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Top Rated Comments

blastdoor Avatar
20 weeks ago
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.
Score: 14 Votes (Like | Disagree)
LoveTo Avatar
20 weeks ago
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
Score: 13 Votes (Like | Disagree)
twolf2919 Avatar
20 weeks ago
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.
Score: 11 Votes (Like | Disagree)
PhoenixAnhart Avatar
20 weeks ago
Low key excited for iOS 18 unveiling.
Score: 7 Votes (Like | Disagree)
socialwill Avatar
20 weeks ago
What I am curious about is will they use NVIDIA NPUs in the servers or something completely different? I would guess in the long term it would be 100% custom from Apple.
Score: 6 Votes (Like | Disagree)
scorpio vega Avatar
20 weeks ago

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 eke out new features.
You mean enthusiasts get bored. The average consumer is just fine
Score: 5 Votes (Like | Disagree)