Apple has recently entered the AI data center race by ordering approximately $1 billion worth of Nvidia systems for its data center in Reno, Nevada.
The move signifies Apple's recognition of the importance of AI data centers, with a focus on generative AI applications.
Apple is collaborating with server builders Dell Technologies and Super Micro Computer for its large server cluster to support AI applications.
The strategy shift was prompted by delays in launching AI features, particularly the AI-enabled Siri digital assistant.
Apple's executive team has undergone changes in response to challenges in releasing AI features, with criticism aimed at the leadership's lack of vision.
The company's efforts to catch up in the AI space involve partnerships with companies like Google and OpenAI and focus on enhancing on-device AI capabilities.
Critics suggest that Tim Cook's leadership lacks vision and innovation compared to Steve Jobs, prompting Apple to resort to a 'vaporware' strategy to buy time.
Apple's marketing efforts, including unveiling new AI features at WWDC, are seen as attempts to position the company as an innovator in AI despite lagging behind competitors.
The transition to catch up with rivals in the AI domain requires significant investments in data center infrastructure and technology development.
While Apple is currently playing catch-up in AI, it is hoped that future innovations and catch-up efforts will help the company compete and potentially surpass its rivals in the AI space.