Apple is potentially gearing up to design its own AI chips, a move that could have significant implications for fans of the Mac product line. Recent leaks originating from Chinese social media platforms suggest that Apple is considering developing dedicated AI chips, although notably not the highly-anticipated M4 chip.
Despite Apple’s recent advancements in AI technology with its upgraded Neural Engine, the focus of these new AI chips would be on server-based AI processors. These chips would power the datacenters responsible for running cloud-based AI tools, shifting the AI workload from individual devices to the cloud. This move aligns with Apple’s strategy to invest in both cloud AI technology and on-device machine learning capabilities.
The rumored collaboration between Apple and chipmaker TSMC to create the AI chip using a new 3nm process indicates production may not begin until at least the latter half of 2025. This development is unlikely to impact the upcoming range of M4 Mac products, as Apple remains competitive with Intel and Qualcomm in the AI PC market.
However, consumers stand to benefit from Apple’s venture into cloud-based AI, with the potential for enhanced AI services on devices like iPhones, iPads, and Macs. The integration of more powerful on-device AI capabilities with Apple’s upgraded servers could position the company as a leading provider of AI services to everyday users.
Apple’s existing devices, such as the iPhone 15 and MacBook Air, already incorporate AI technology through the Neural Engine, enabling features like Face ID and Animoji. As AI-driven software becomes increasingly prevalent, the demand for high-performance hardware in consumer devices and data centers is on the rise.
While the leaked information should be approached with caution, the transition to developing AI chips aligns with industry trends and the growing need for advanced AI capabilities. By investing in AI servers, Apple aims to deliver top-tier AI experiences to its users, a strategic move in a rapidly evolving technological landscape.
