The biggest winner of Apple's AI announcement is Nvidia, but nobody talks about it. Apple's AI play will pave the $10 Trillion road for Nvidia. I'm not sure why Apple stock went up almost $12 (6.11%), but Nvidia is actually down $1.41 (-1.17%) as I write this blog.
While Microsoft + OpenAI is more of an enterprise play, Apple + OpenAI is consumer-focused. With over a billion iPhone users out there, it seems OpenAI will need a lot more Nvidia chips to support the workload. The challenge for Apple is that it now has to have different flavors of GenAI iPhone software stack for different countries—remember AI data sovereignty!? It's hard to imagine OpenAI will set up a data center in China using advanced Nvidia AI chips.
The bottom line is that Apple ensured Nvidia would become the largest company in the world.
#Nvidia #Apple #Microsoft #OpenAI
New blog: Apple Must Make a Strong Statement About GenAI at #WWDC24
Here's what to expect:
- GenAI Strategy: Focus on application-level use cases and developer integration for LLMs.
- #Siri Upgrade: Significant updates to enhance Siri’s capabilities.
- On-Device #GenAI: iPhone 16 Pro and Pro Max will feature native GenAI capabilities.
- By 2025, 180 million #iPhone users will experience Apple’s GenAI capabilities.
- Privacy: Strong focus on user data protection.
Swipe through for more insights. Link to the full blog is in the comments below.
#WWDC2024 #Apple #AI #Innovation #Privacy #Technology #Research
#Markets #Industry #Application
Digital Marketing Specialist | Traditional Marketing Strategist | Brand Builder
1moPrivacy... 😂 that too after integrating with third party chat gpt