Ming-Chi Kuo Predicts Apple Will Spend $4.75 Billion on AI Servers in 2024


Apple reorganizes its AI team, positioning AI as a core part of software rather than an independent department, in preparation for its 2026 strategy reset. The former AI head focuses on developing the base model, while the Siri team is integrated into the software system, reflecting integration and focus.
Apple's 'Apple Glasses', set for a late 2026 launch and 2027 delivery, is CEO Cook's top strategic priority, aiming to surpass Meta as an industry benchmark.....
Apple and Purdue University have developed the DarkDiff technology, which enhances smartphone photography in extremely low light conditions by integrating a generative diffusion model into the camera image processing workflow. This technology processes raw image data directly, effectively solving issues such as detail blurring and artificiality caused by traditional night scene noise reduction, enabling the capture of clear details in the dark.
Apple is accelerating the development of its self-developed AI server chip, codenamed Baltra, which is expected to be put into use in 2027, aiming to reduce reliance on NVIDIA. The project, in collaboration with Broadcom, focuses on core network transmission technology, marking Apple's deepening vertical integration strategy in the field of computing infrastructure.
ChatGPT became the top free iPhone app in the U.S. in 2025, surpassing social media and search tools, while Google Gemini ranked tenth. In 2024, it was fourth, with Temu leading.....