In a rapidly evolving landscape, AI technology is advancing swiftly, presenting numerous opportunities. According to TrendForce, North American cloud service providers (CSPs) remain key drivers of AI server market growth. With additional demand from tier-2 data centers and projects in the Middle East and Europe, AI server shipments are expected to sustain double-digit growth by 2025. However, due to global uncertainties, TrendForce slightly lowered its 2023 AI server shipment growth forecast to 24.3%.
Anthropic, an AI unicorn, has reportedly quadrupled its annual revenue to $4 billion. Meanwhile, OpenAI's CEO, Sam Altman, criticized Meta's aggressive hiring of AI talent, asserting that Meta has not secured top-tier talent despite some successful hires.
Jefferies has reduced its 2025-2027 smartphone sales forecasts, citing economic uncertainties and high Android inventories. Nonetheless, it raised its iPhone (AAPL, Financial) sales projection by 4%, driven by robust demand in China and extended promotional activities. During China's 618 shopping event, iPhone sales surged by 19%, significantly outpacing the previous year's growth.
Reports indicate that OpenAI, backed by Microsoft (MSFT), is not planning to use Google's (GOOGL) TPU chips extensively, despite some initial testing. OpenAI continues to rely on Nvidia (NVDA) and AMD chips to meet its increasing demands.
