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AjayEdupuganti

Stealth • 8m

Microsoft (OpenAI) + Nvidia vs Google + Apple. Edge AI refers to computing on your device, as opposed to the cloud. The first company to successfully implement this could capture a significant market share. The key players are expected to be Microsoft (OpenAI) + Nvidia vs Google + Apple. Apple stands out with its unique advantage of vertical integration, manufacturing its processors and controlling its hardware components. This level of control allows Apple to tailor its devices for specialised processors, setting the stage for a large-scale implementation of edge AI. Despite its discreet approach, Apple has quietly been amassing AI startups and developing its proprietary AI model, AJAX. However, Apple faces the challenge of maintaining its staunch commitment to user privacy while venturing into Large Language Models (LLMs), a delicate balance that must be struck carefully. CONTINUED

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AjayEdupuganti

Stealth • 8m

Their efforts have yet to yield significant success. Hence, they are planning to collaborate with Google's GEMINI to handle on-device AI requirements. If this deal comes through, it will be a massive win for Google, providing immediate access to over a billion users for its models. If the deal fails, Apple could lose a significant market share, which could force them to collaborate with Microsoft, potentially boosting Microsoft's aspirations to become big in the browser category. Meanwhile, Nvidia and Microsoft are leveraging their prowess in chip manufacturing and AI to forge ahead in the CPU space. With plans to develop CPUs for PCs running Microsoft's Windows operating system, Nvidia aims to disrupt the market with innovative offerings expected as early as 2025. Who will emerge as the leader in this dynamic landscape?

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