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Big-spending AI giants face diminishing returns. Did Apple duck a bullet?apple ai diminishing returns1 year ago
Published December 20, 2024 by Philip Elmer-DeWitt

Big-spending AI giants face diminishing returns. Did Apple duck a bullet?

The tech industry is running into a problem many would have thought was unthinkable just a few years ago: They have used up most of the digital text available on the internet.

Read More Big-spending AI giants face diminishing returns. Did Apple duck a bullet?

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Apple is shopping for Chinese government-approved AI brideapple chinese ai bride1 year ago
Published December 19, 2024 by Philip Elmer-DeWitt

Apple is shopping for Chinese government-approved AI bride

A successful partner for Apple's AI services in China could be a major winner in the country's increasingly crowded AI field where dozens of large language models have been launched by large tech firms as well as startups.

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The Information: Apple is rolling its own AI server chipsapple ai chip broadcom1 year ago
Published December 11, 2024 by Philip Elmer-DeWitt

The Information: Apple is rolling its own AI server chips

Code-named Baltra, it's expected to be ready for mass production by 2026.

Read More The Information: Apple is rolling its own AI server chips

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Amazon's AI silicon gets Apple thumbs upapple amazon ai trainium1 year ago
Published December 4, 2024 by Philip Elmer-DeWitt

Amazon's AI silicon gets Apple thumbs up

Apple had been an early adopter and beta-tester for the company’s Trainium chips.

Read More Amazon's AI silicon gets Apple thumbs up

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Tim Cook's AI faces an uphill battle in the world's largest smartphone marketapple Intelligence uphill china1 year ago
Published November 26, 2024 by Philip Elmer-DeWitt

Tim Cook's AI faces an uphill battle in the world's largest smartphone market

A top Chinese tech regulator told the Financial Times that foreign groups such as Apple would face a lengthy and complex approval process to run their own models and indicated partnering with locals was their best option.

Read More Tim Cook's AI faces an uphill battle in the world's largest smartphone market

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Morgan Stanley: iPhone upgrade rates are improving more than expectedapple 298 morgan stanley1 year ago
Published November 25, 2024 by Philip Elmer-DeWitt

Morgan Stanley: iPhone upgrade rates are improving more than expected

"Apple Intelligence is already a Top 5 iPhone upgrade driver." — Analyst Erik Woodring From a note to Morgan Stanley clients that landed on my desktop…

Read More Morgan Stanley: iPhone upgrade rates are improving more than expected

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Jim Cramer reads from Morgan Stanley's Apple note (video)apple cramer morganstanley ai1 year ago
Published November 25, 2024 by Philip Elmer-DeWitt

Jim Cramer reads from Morgan Stanley's Apple note (video)

"It's a great survey. It's talking about yes, the Apple AI is bringing people in. They're talking about the idea that [Apple] could easily get a $9-a-month fee."

Read More Jim Cramer reads from Morgan Stanley's Apple note (video)

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Mark Gurman: Apple plans to unveil wall-mounted smart home hub in Marchapple ai hub gurman1 year ago
Published November 13, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple plans to unveil wall-mounted smart home hub in March

"The device has a roughly 6-inch screen and looks like a square iPad. It’s about the size of two iPhones side by side, with a thick edge around the display."

Read More Mark Gurman: Apple plans to unveil wall-mounted smart home hub in March

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Nikkei: Foxconn & friends are building AI servers for Appleapple foxconn ai servers1 year ago
Published November 6, 2024 by Philip Elmer-DeWitt

Nikkei: Foxconn & friends are building AI servers for Apple

From Lauly Li and Cheng Ting-Fang's "Apple asks Foxconn to produce servers in Taiwan in AI push" posted Wednesday.

Read More Nikkei: Foxconn & friends are building AI servers for Apple

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Daniel Ives: What Trump's win means for Tesla, Apple and the AI tradeapple trump tesla wedbush1 year ago
Published November 6, 2024 by Philip Elmer-DeWitt

Daniel Ives: What Trump's win means for Tesla, Apple and the AI trade

"The growing view of the Street is that Khan would be out at the FTC and this could be a huge catalyst for more deal flow in the Big Tech landscape."

Read More Daniel Ives: What Trump's win means for Tesla, Apple and the AI trade

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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