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Chronicles

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Sources: Apple has been working on its own chip designed to run AI software in data center servers; the project is internally codenamed Project ACDC

The company is leaning on its long history of chip development in the effort, code-named Project ACDC  —  Apple has been working …

Wall Street Journal

Discussion

  • @arunsees Arun Rao on threads
    Secrecy culture hurts Apple again-all the AI superpowers are on versions 2 through 5 of their in-house GPUs (Google, Meta, Microsoft, Tesla, Amazon) but Apple is still in research.  You need to run serious prod workflows on these chips to learn and get ahead - Apple is 3-5 years …
  • @markgurman Mark Gurman on x
    On Apple and AI servers: Apple started a project ~'18 to develop server chips to offload from those used by Google etc. That project was canceled. I don't believe Apple would make its own AI server chips because of cost, lack of a differentiator and on-device nature of its LLM.
  • @patrickmoorhead Patrick Moorhead on x
    Apple needs to build its own datacenter accelerator to reduce costs or create some differentiation.  Seems like the company, who has thrived building closed and proprietary systems, would look at changing the entire stack.  The accelerator would likely be productized by $AVGO or …
  • @benbajarin Ben Bajarin on x
    Agree with Mark here. Very doubtful Apple makes custom server chips.
  • @wholemarsblog @wholemarsblog on x
    Apple Is Developing AI Chips for Data Centers, Seeking Edge in Arms Race Apple Silicon is top notch for accelerating inference, I bet they could put out a pretty impressive product for training too. https://www.wsj.com/...
  • @aatilley Aaron Tilley on x
    Apple is hoping to get an AI edge by putting its chips in its server with Project ACDC (Apple Chips in Data Center): https://www.wsj.com/...
  • @soft_fox_lad @soft_fox_lad on x
    lmfao apple lost half their chip team leadership bc they wouldn't design data center chips and now they're being forced to do it anyway
  • r/wallstreetbets r on reddit
    AAPL up & NVDA down afterhours - Apple building new AI chips for datacenters
  • r/apple r on reddit
    Apple Is Developing AI Chips for Data Centers, Seeking Edge in Arms Race