Ming-Chi Kuo Predicts Apple Will Spend $4.75 Billion on AI Servers in 2024
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Translation:
According to renowned technology analyst Ming-Chi Kuo, Apple plans to invest approximately $4.75 billion in 2024 to purchase AI servers for training its self-developed AI models. Apple is currently acquiring AI servers equipped with NVIDIA chips, yet its investment scale still lags behind tech giants like Microsoft and Meta. Kuo expresses concern that if Apple only invests around $1 billion annually, it may struggle to catch up with competitors in the AI field. He urges Apple's management to prioritize AI, committing to sustained large-scale investments each year to ensure the long-term development of Apple's AI business.
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