$5.35 billion! It is rumored that Apple may purchase 23,000 AI servers this year and next!

News on October 25, according to the latest research, Apple plans to purchase approximately 2,000-3,000 AI servers in 2023, which may increase to 18,000-20,000 units in 2024. The main goal of procurement is to meet Apple’s needs Demand for AI computing power, especially in training and inferring generative AI.

According to the report, Apple mainly purchases NVIDIA's HGX H100 8-GPU system, which consists of 8 H100 SXM5 modules plus 4 NVSwitch Chips on the same System board. This AI server has become a popular choice in the industry for its powerful performance and stable performance, with a single unit price of up to US$250,000 (approximately RMB 1.83 million).

According to Tianfeng International analyst Ming-Chi Kuo, Apple will purchase approximately US$620 million (approximately RMB 4.538 billion) and US$4.75 billion (approximately RMB 34.77 billion) in AI in 2023 and 2024 respectively. servers, with a total investment of US$5.33 billion. Although the investment is huge, considering Apple's brand influence and technological needs, this investment is undoubtedly worth it.

At present, AI technology applications continue to penetrate all walks of life, and the demand for AI computing power has surged. The global AI server market will usher in larger-scale growth. Ming-Chi Kuo also pointed out that in the next few years, the global AI server market will continue to maintain strong growth and bring more opportunities to related companies. Therefore, it is crucial for those companies that want to succeed in this field to pay attention to and actively participate in the expansion of the AI ​​server market.

Editor: Xinzhixun-Linzi

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