Apple's AI Models Trained On Google's Custom Chips, Not Nvidia's: Report iOS 18, Benzinga, Wamsi Mohan, Apple Inc. (AAPL), Nvidia Corp (NVDA), Apple Intelligence, Cloud TPU clusters, Kaustubh Bagalkote, Bank of America (BofA), Google's Custom Chips (TPU), Artificial Intelligence (AI), Apple Foundation Model (AFM) - by https://www.benzinga.com/

AI Insights:

Simple Explanation:

Apple is a big company that makes phones and computers. They are working on making their devices smarter by using something called "artificial intelligence" (AI). AI is like the brain of a robot, it can learn and think, but it's made by people.

To make their AI smarter, Apple needs powerful computers that can help train the AI. Usually, they use computers made by another big company called Nvidia. But now, Apple has found a new way to train their AI using computers made by Google. This is a big deal because many other companies also use Nvidia's computers for their AI.

Apple's decision to use Google's computers could change how other companies think about AI and who they choose to work with. It could also make Apple's AI better and more interesting for people who use their phones and computers. Read from source...

Critical Perspective:

- He criticized the article for lacking originality, using old information (the technical paper was published on Monday)
- He pointed out the inconsistency in the article, saying that Apple didn't specifically mention Google or Nvidia, but then mentioned that Apple used rented servers from a cloud provider for the necessary computations
- He highlighted the bias in the article, saying that it didn't mention other tech companies that also use Nvidia's GPUs for their AI models
- He argued that the article didn't provide any evidence or analysis to support its claim that Apple's decision could impact the AI chip market and the competition among major tech companies
- He questioned the relevance and timeliness of the article, given that Apple's AI features are delayed and the upcoming earnings report will focus on other aspects of the company's performance

Sentiment Analysis:

Neutral
Article's Content:

Article's main points:
- Apple's AI models are trained on Google's TPUs, not Nvidia's GPUs
- This choice could potentially impact the AI chip market and the competition among major tech companies
- Apple's AI features are expected to be available on the latest devices in October
- Bank of America analyst maintains a Buy rating for Apple and forecasts Q3 revenue and EPS