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Daniel Ives anticipates a 'tidal wave' of AI spendingapple tidal wave ives2 years ago
Published May 10, 2024 by Philip Elmer-DeWitt

Daniel Ives anticipates a 'tidal wave' of AI spending

An iPhone moment for Microsoft and a new app store for Apple. From a note to Wedbush clients that landed on my desktop Friday: The AI…

Read More Daniel Ives anticipates a 'tidal wave' of AI spending

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You'll never guess what Evercore's AI 'Expert' thinks Apple is makingapple evercore ai robots2 years ago
Published May 8, 2024 by Philip Elmer-DeWitt

You'll never guess what Evercore's AI 'Expert' thinks Apple is making

AI also gets far more exciting when we start thinking about a hardware product designed from the ground up to integrate AI at every level. — Analyst Amit Daryanani

Read More You'll never guess what Evercore's AI 'Expert' thinks Apple is making

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WSJ: Apple trying to roll its own AI server chipsapple ai server chips2 years ago
Published May 7, 2024 by Philip Elmer-DeWitt

WSJ: Apple trying to roll its own AI server chips

"The component will likely be focused on running AI models—what’s known as inference—rather than on training AI models."

Read More WSJ: Apple trying to roll its own AI server chips

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Fueled by Apple and AI, Foxconn is boomingapple foxconn booming2 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

Fueled by Apple and AI, Foxconn is booming

From "Foxconn sees record April sales with 19% jump, offers positive Q2 outlook despite ‘off-peak season’" posted Sunday by the South China Morning Post.

Read More Fueled by Apple and AI, Foxconn is booming

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What if Siri were really, really, really good?apple ai siri verge2 years ago
Published May 6, 2024 by Philip Elmer-DeWitt

What if Siri were really, really, really good?

"If you look through Apple’s published AI research, a picture starts to develop of how Apple’s approach to AI might come to life."

Read More What if Siri were really, really, really good?

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Apple stays mostly mum on AI plansapple ai cook mystery2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple stays mostly mum on AI plans

"The only hint at what could be coming was its purchase of Darwin AI, a little known Canadian AI startup that develops technology to make AI systems smaller and faster."

Read More Apple stays mostly mum on AI plans

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Apple: AI on the cheapapple ai cheap infrastructure2 years ago
Published May 4, 2024 by Philip Elmer-DeWitt

Apple: AI on the cheap

"Chief Financial Officer Luca Maestri said Apple investors should not expect a huge change in how the company handles capital expenditures."

Read More Apple: AI on the cheap

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Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)apple q22024 walkup bloomberg2 years ago
Published May 2, 2024 by Philip Elmer-DeWitt

Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

How much is this going to be a China story for Apple? 

Read More Bloomberg's Peter Elstrom previews Apple's Q2 earnings (video)

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Ben Bajarin: All eyes this Thursday will be on the iPhone (video)apple Q22024 ben bajarin2 years ago
Published April 30, 2024 by Philip Elmer-DeWitt

Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.

Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)

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Evercore: Apple will reap the benefits of AI without building the infrastructureapple ai reap infrastructure2 years ago
Published April 30, 2024 by Philip Elmer-DeWitt

Evercore: Apple will reap the benefits of AI without building the infrastructure

"Crucial to understand that AI is not a potential “existential threat” to AAPL’s business as it may be for others." — Analyst Amit Daryanani

Read More Evercore: Apple will reap the benefits of AI without building the infrastructure

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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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