Apple's AI Models Trained On Google's Custom Chips, Not Nvidia's: Report
Portfolio Pulse from Benzinga Neuro
Apple's AI models are trained on Google's custom chips, not Nvidia's. This move indicates a shift in the AI chip market, as major tech companies explore alternatives to Nvidia's GPUs. Apple delayed the launch of its AI features to ensure stability and performance. Bank of America maintains a Buy rating for Apple ahead of its Q3 earnings report.
July 30, 2024 | 3:27 am
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Apple's choice to use Google's custom chips instead of Nvidia's GPUs for AI training could impact Nvidia's dominance in the AI chip market.
Nvidia's GPUs have been the go-to for AI training, but Apple's shift to Google's TPUs could signal a challenge to Nvidia's market dominance, potentially affecting its stock negatively in the short term.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 70
POSITIVE IMPACT
Apple's AI models are trained on Google's custom chips, not Nvidia's. This move could impact the AI chip market and Apple's competitive positioning. Apple also delayed its AI feature launch to ensure stability.
Apple's decision to use Google's TPUs instead of Nvidia's GPUs is significant, indicating a potential shift in the AI chip market. The delay in AI feature launch shows Apple's commitment to quality, which could positively impact investor sentiment.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Google's custom chips are being used by Apple for AI model training, highlighting Google's strength in AI hardware. This could enhance Google's position in the AI chip market.
Google's TPUs being used by Apple for AI training underscores Google's capabilities in AI hardware, potentially boosting its market position and investor confidence.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80