Apple is quietly laying the groundwork for the 'heart' of artificial intelligence—server chips. According to The Information, citing three informed sources, Apple is collaborating with semiconductor giant Broadcom to secretly develop its first server chip specifically designed for handling AI applications. This move indicates that Apple's ambitions in the field of artificial intelligence are rapidly expanding. Renowned for its self-designed chips, Apple’s 'Apple Silicon' series is primarily manufactured by TSMC and is widely used in iP

Facebook's parent company Meta plans to invest billions of dollars in a new AI data center in northern Louisiana. The project is expected to create between 300 and 500 jobs and help enhance Louisiana's position in critical technological infrastructure. According to an application submitted to state regulators, an unnamed company plans to build a 'large-scale facility with economic transformation potential' near Holly Ridge in Richland Parish.

Recently, NVIDIA's newly launched Blackwell AI chip has encountered overheating issues in servers, raising concerns among customers about their ability to timely activate new data centers. According to The Information, the Blackwell graphics processing units (GPUs) are overheating when connected to server racks designed to accommodate 72 chips. Insiders reveal that NVIDIA's engineering team is actively addressing this issue, and the company's staff have already begun...

According to reports, Microsoft will spend nearly $10 billion renting servers from AI startup CoreWeave between 2023 and 2030. This amount accounts for more than half of the total $17 billion contract signed between CoreWeave and its customers. Neither CoreWeave nor Microsoft responded immediately to requests for comment. Previously, it was reported that CoreWeave is preparing for an initial public offering (IPO) in 2025. The company recently secured a $650 million credit line from several investment banks.

Dell Technologies and Red Hat have partnered to integrate Red Hat Enterprise Linux AI (RHEL AI) into PowerEdge servers, aiming to simplify the development, testing, and deployment of AI models for enterprises, particularly in hybrid cloud environments. This collaboration focuses on the resources required for AI implementation, such as powerful servers, computing capabilities, and GPUs, while providing a flexible platform. It is expected that in the third quarter, optimized AI hardware solutions combined with Dell PowerEdge servers and RH...

Researcher Naphtali Deutsch discovered that hundreds of open-source large language model (LLM) building servers and dozens of vector databases are leaking large amounts of sensitive information. This problem arises from companies neglecting the security of related tools in their haste to integrate AI into their workflows. By hacking into 438 Flowise servers, he revealed stored sensitive data, including GitHub access tokens, OpenAI API keys, Flowise passwords, and API keys. Additionally, he found...

OpenAI is facing a loss of up to $5 billion this year, primarily due to the high costs associated with running ChatGPT and other AI products. Major expenditures include nearly $4 billion for renting Microsoft servers and $3 billion for training and updating AI models. Labor costs account for $1.5 billion, reflecting the company's significant salary increases to attract and retain talent. In the face of massive losses and fierce competition, the profitability prospects for OpenAI are under scrutiny, especially as competitors offer similar technology for free.

OpenAI Corporation is facing the situation where Microsoft has resigned from the observer seat on the board and Apple no longer holds a similar position. Microsoft had previously invested in OpenAI and enjoyed the right to observe the board, but with the increasing scrutiny by regulatory agencies over investment activities of technology companies, Microsoft decided to withdraw from the observer role. Image Source Note: The image was generated by AI, and the image licensing service provider is Mi

["Dell predicts earnings for fiscal year 2025 will exceed expectations, primarily due to the growing demand for AI servers.", "AI servers equipped with Nvidia graphics processing units are experiencing a surge in orders.", "The personal computer market is recovering, and there is an optimistic long-term outlook due to AI."]

Dell's revenue for Q4 of Fiscal Year 2024 reached $22.3 billion, a 25% year-over-year increase, with total revenue for the year at $88.4 billion. Operating income stood at $5.2 billion, and cash dividends were raised by 20% to $1.78 per share. The Infrastructure Solutions Group reported Q4 revenue of $9.3 billion, with server and networking business generating $4.9 billion. The Client Solutions Group achieved Q4 revenue of $11.7 billion, with the commercial customer segment contributing $9.6 billion. Dell maintains an optimistic outlook for Fiscal Year 2025.

Apple is expected to spend $4.75 billion to purchase over 20,000 servers to support artificial intelligence technology. Apple aims to carve out a new territory in the field of generative AI. The global server shipment volume is estimated to be around 13.654 million units, with the market still focusing on the deployment of AI servers. Companies like Foxconn, Quanta, and Supermicro have performed well in AI server orders.

Estimated global server shipment growth of 2.05% in 2024, with AI servers making up approximately 12.1%.

Ming-Chi Kuo expects Apple to invest $4.75 billion in purchasing AI servers in 2024. He believes that Apple will use these servers to train its self-developed AI models to enhance security. Apple is set to purchase AI servers equipped with Nvidia chips. Kuo notes that Apple's investments in AI still lag behind those of Microsoft, Meta, and others. He expresses concerns that Apple will need to continue making substantial investments in its AI business in the future.

🔥 Server Market Size: In the first half of 2023, the accelerated server market reached $3.1 billion, reflecting a year-on-year growth of 54%. IDC predicts that by 2027, the accelerated server market size in China will reach $16.4 billion. 📈 Dominance of GPU Market: GPU servers hold an 88% market share, amounting to $3 billion. Non-GPU accelerated servers, with a year-on-year growth rate of 17%, occupy 8% of the market share, reaching $200 million. 🌱 Development of Domestic Chips: The gap in computing power faced by the Chinese market, influenced by supply chain factors, has provided opportunities for domestic development.

In the first half of 2023, China's accelerated server market size significantly increased by 54% compared to the same period last year, reaching 3.1 billion USD. GPU servers continue to dominate with an 88% market share, but domestic AI chips are also developing rapidly. Domestic chips still need further development in technology and ecosystem construction to achieve in-depth cooperation between industry, academia, and research. By 2027, the market size of China's accelerated server market is expected to reach 16.4 billion USD.

Global server shipment volumes and ODM production plans have been downgraded for 2023. Demand in the AI sector has compressed the volume scale of new server platform releases. The adoption rate of DDR5 is expected to be delayed until the end of the third quarter of 2024.