The Secret Behind Apple's New Silicon: The Next Big Move is coming

Let me know what you think

Apple has been trying to change how 4G, 5G, etc. works for their devices for over a decade and they keep failing, they might be able this time, but we'll see.

This is why all new iPhones are given the new A18 chips for i16.
Apple might integrate and in-house generative AI with integrated AI logic in the neural hardware.

What gets interesting about whether Apple deploys their own chips for their own data centers... is it worth it? Maybe if they can also sell those chips to others, to help offset all the R&D costs? By the time they outfitted a large data center with their own chips, they would be somewhat outdated? I suppose an interesting question is: what do Google and others do with their previous generations of custom chips? (sell them? crush them?). What you are talking about here is not just a new generation of Apple Xserve (which was just off the shelf Intel Xeon), but something truly custom. Unless.. they're just going to tie together lots of M4 Ultras.... But as far as some chip beyond Mx series, am wondering if they would sell them (and compete with NVidia in that space). Am sure you are thinking of a followup video along these lines ;)

Are you standing or sitting? 🤔

Hi, @AnastasiInTech. You mentioned designed a new chip could cost $10M-$500M. I would love to see a video covering what that entails, like how do they start? What kind of researches , must they pursue. They must use software for designing, correct? So where does the cost and challenges come from?

Thank you for your work & research! I love your videos!

Data servers or surveillance servers?

Thanks!

It's been 84 years since they started working on their own modem. About to get destroyed by Snapdragon 8 gen 4.

Let's see how long it will take for regulator to take action. As we know, politicians are very eager to action when it comes to user data being handled not in a way users agreed upon.

Can you revisit BrainChip and there TENNS IP be great to hear your thoughts

Thanks a lot, very interesting.

I hope you soon come with an update on BrainChip, their TENNs technology is very intriguing.

Apple has the Elon Musk type of innovation for phones. The only other os manufacturer that can compare is Samsung.
Overall, apple seems to be thinking long-term. Probably the best reason why they've seemed so static these last few years.
I think they will quickly reestablish their dominace in a year or two.

Smaller cloud servers focused on commonly requested promps, using less electricity and placed near local community battery farms

Apple will enter Depin but will they share revenue with apple users?

This might not be relevant, but when can media companies begin to serve ads not just according to location but user language preferences? Without the user having to set up the preferences. Google allows us for example to reject ads and give reasons, but does not give the option of “wrong language” as a reason (in my experience).

Except that Apple chips aren’t actually in any data centers…

Sounds like shes trying to cover up Apple's rear! Failed Apple car n delayed AI functions. No innovations for so many years. Yes, Apple might still have an upper hand on the chips over Huawei n sanctions, but these wont help much in the long run. Compete fairly? Apple would have lost long ago.

Apple's silicon uses less power and also has less teraflops. One M2 Ultra is far less than a full Grace Hopper GPU, but the equivalent would be something like several dozen M2 Ultras vs. 1 GH. Also, Apple's silicon has to have GPU clocks well above 2.6 GHz to be competitive, but they are at 1.4 GHz for the M4 -- they have to figure this out in order to be competitive.

“A1l1lll1”

Interesting if they’re using Ultra chips. You don’t need nearly as much compute for inference vs training, and the big load in delivering AI to their users is going to be inference. Also, power and power density is becoming an increasing problem in datacenter design. Large numbers of very low-power chips might give better packing density in terms of net inferences per second per cubic volume, and more inference per watt-hour than faster systems.

Memory access strikes me as the biggest issue with running inference, but if you can fit the problem into the 128GB of the largest ultra configuration, the M2 Ultra’s internal memory bandwidth is very very high. There’s not remotely as much dedicated “neural” hardware in the Ultras as even a small, much earlier generation NVidia chip, but if you intelligently manage the task assignment, there’s a lot of inference processing that could be done on an Ultra vs on the latest iPhones themselves.

If you look at it, using Ultras in special-purpose datacenters could make a ton of sense: Cheap hardware with low power requirements that’s still one or two orders of magnitude more powerful than the on-device inference engines. Run small but capable models there, and then hand off the really demanding stuff to OpenAI’s servers and advanced models like o1 Mini or even o1.

The vast majority of end-consumer edge requirements will be able to be handled efficiently by a combo of on-device compute and Ultra-based datacenters. Purchase the small percentage of remaining needed capacity from OpenAI at wholesale.

Bottom line, this sounds like a very smart and well thought-out move by Apple, I predict great success at scale. Give them a year and they’re going to blow Samsung et al out of the water.

Delightful young lady, and smart, too! Thank you for explaining this, along with the slides & illustrations...🇺🇸 👍☕

Qualcomm has piles of patents in wireless technology, accumulated in over 25 years. I bet Apple's 5G "technical" problems are actually to avoiding using Qualcomm's IP.

An economy shouldn't be like that, you have to share profits with other companies for them to grow too. Buying companies and forcing them to concentrate to only make for you is also inefficient. But apple in the short to medium term is expected to have more profits.

Hate to tell you but Apple has been involved with making silicon a lot longer than the iPhone. The Motorola processors Apple used before Intel. Motorola worked with Apple and IBM to design and manufacturing of those processors.

Who is going to make the wafers? Intel?

Yes, this is nice & all but Sadly ... Apple still SUCKS !
They make it impossible to expand the Internal memory of most of their stuff. & double the price if you want an extra ( TB ).

You are most beautiful girl with amazing brains!!!

This is absolutely fascinating. Apple is a remarkable company. While profit is, obviously, a huge driver for them, they seem to always also want to continually make better products that preserve the privacy of their customers.

What happened to Apple privacy. Sending prompt to cloud seems ofd. Even if its apples cloud.

let me get this straight: they acquire companies that could do business with others but instead only do business with Apple? how is this legal and fair? 😢

I didn't get who Apple uses as a fab?

Thanks your Video insight and uniqueness is welcoming in the tech changes which will effectively effect everything! Keep up the wonderful work! 🎉

Ok me as gaming enthusiast, so if Apple wants and needs to design a more performance hungry chip for cloud computing and Teraflops of output they will basically also design the first ever pure in house Apple "GPU" chip? if this does happen then we will have another competitor to Nvidia and AMD or even Sony and Microsoft (console gaming) in the near future? Also you stated that it will cost hundreds of billions of dollars to do so. But how did Tesla manage to design their own cloud computing in house chips? didn't they do it for much cheaper as they don't have anything close to the budget and wealth compared to Apple?

Excellent ! A Class.
Many thanks for making this video - I learnt a lot.

Merci !

Does Anastasi have tickets for Oasis do we think? :)

would love to know if A18 uses ArmV9 ISA

Are you Austrian?

You have a really good ear out for edge cutting news with an eye to see its depth. I appreciate your input on topics so far mentioned and yes...I think it's a data center optimization push with hopes for G6 speed & load. 🎼🤔🤨😎🎶

Apple started working on ARM back in the late 80s. And released a product named Newton that was a SOC in 1993.

Wait what did you just say… I was completely distracted by you as a person. 😍 But really though, I appreciate the videos as always. Wish I was surrounded by a bunch of people like yourself who follow tech.

Please go work for Apple , , would love to see you presenting at their events !

Intel deserves the hit.. Greedy jews that produce unreliable chips..

It will be interesting to find out which company becomes Skynet first. Interesting that is until we become slaves to the machine.

Thank jesus for the subtitles. Age and edge are two completely different words lady! 🙄

Your analysis is an Oasis of crucial information. I have subscribed and I Don't Go Away.

If you missed her analysis, Don't Look Back in Anger! Even though she's Half the World Away, you can Acquiesce, Listen Up, and get much smarter Little By Little.

C'mon guys, She's Electric!

Thank you for your thoughts, we tend to forgrt how innovative Apple is when we listen to standard 08/15 tech you tubers.