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Apple CEO Tim Cook did n’t give much by about the company ’s AI plans onThursday ’s Q2 lucre call with investor , but he did confirm a few tidbits about how the tech giant contrive to move forward with artificial word .
AI will span devices beyond the iPhone
We also learned that Apple envisions AI as a primal opportunity across the “ immense majority ” of the troupe ’s twist batting order , not just the iPhone . While we ’ve love this for some time — after all , Apple has been call itsM3 MacBook Airsthe “ dependable consumer laptop computer for AI ” — the company shout out on its salary call how AI is being used across its products .
“ I retrieve AI — generative AI and AI — both are big opportunities for us across our products , and we ’ll utter more about it in the coming weeks . I intend there are numerous ways there that are slap-up for us , and we retrieve that we ’re well - position , ” Cook allege .
In addition to the MacBook Air , the Apple Watch uses AI and machine learning in feature like its unpredictable heart rhythm method presentment and descent detection , Cook noted . And when speaking about the enterprise , the CEO cite bad companies buying and explore the employment cases for Vision Pro , though he added that he would n’t want to “ cabin that to AI only . ”
“ I would just say that we see generative AI as a very key opportunity across our products . And we think that we have advantage that set us aside there , ” Cook said .
AI won’t likely come up at the iPad event this month
However , customer itching to have an AI - powered Siri will have to wait a bit longer for that word , which has long beenexpected to be announcedat Apple ’s Worldwide Developers Conference ( WWDC ) in June . When Cook was inquire Thursday about how AI will move consumer demand for new devices like iPhone , he responded that , with regard to procreative AI , we would n’t see any impingement “ within the next quarter or so , ” but said he was “ extremely optimistic ” about the applied science .
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Apple is n’t design to make its braggy AI announcements before WWDC .
This find come about through a correction toa CNBC news storey , which had misinterpret a statement Cook made to seemingly indicate there would be “ big plan to announce ” from an “ AI point of aspect ” at both upcoming event , including next week ’s iPad consequence and WWDC in June . But as subsequent corrections show ( likely after a whipping by a frantic Apple comms team ) , Cook had pause before saying “ … from an AI spot of view … ” which was the start of his next thought and not connected to Apple ’s plan for both outcome .
The history was updated with this chastening so people did n’t mean AI word would be foretell at theiPad event schedule for May 7 . ( you could translate through the backstoryon the correction here on 9to5Mac . )
While we did n’t expect to hear much if anything about AI until at least WWDC , this correction essentially confirms that timing .
Apple is taking a hybrid approach to AI investments
The biggest AI news , however , is something Cook said about Apple ’s CapEx expenditure , which are investment trust spend on fixed assets , like waiter and information centers , real estate and more .
While that ’s not often the most interesting case , this fourth dimension the fellowship ’s response hinted toward Apple ’s AI investment plans . As technology investor M.G. Sieglerpointed out on his blog , Apple CFO Luca Maestri had answer a head about generative AI ’s impact on Apple ’s historic CapEx cadence by explain that Apple engage a hybrid model , “ where we make some of the investment funds ourselves , in other cases we portion out them with our suppliers and partners … ”
Plus , he added , Apple does “ something standardised on the data centre side . We have our own data center capability and then we use electrical capacity from third political party . ”
“ It ’s a model that has work well for us historically , and we plan to continue along the same lines going forward , ” Maestri pronounce .
Siegler interpreted this to entail that Apple wo n’t need to spend on CapEx because Apple is n’t be after to immediately build and train Master of Laws ( enceinte language models ) on its own server .
And , if you squint a small , it could also be another signal that Apple could be looking at third parties to power its AI services . As Bloomberg reported in April , Apple has been holding discussionswith ChatGPT maker OpenAI and Google to power an AI chatbot coming in an iOS 18 update .
With Apple confirm that its CapEx would n’t be affect by its near - full term AI plans , it ’s potential that Apple is planning to mould some kind of deal with partners for AI services in accession to what it can wield on - equipment and by itself . Whether Apple eventually lurch the balance to use more of its own servers and data centers over time still remains to be see .
