The world's largest ai supercomputer, the new generation of ai chips and models, training apple ai... The amazon re:Invent global conference is here!
Amazon launched a new generation of foundational model nova and announced a partnership with Anthropic to develop the world's largest AI supercomputer, with plans to release the next generation of more advanced 3-nanometer training chip Trainium 3 by the end of next year, achieving four times the performance of the existing chips. In addition, apple is conducting preliminary tests on the Trainium 2 chip to assist in training Apple Intelligence.
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What does the year of transformation for the iPhone mean for the Apple supply chain?
Nomura believes that the iPhone 16 series launched this year does not fully adapt to AI applications in terms of hardware. The iPhone 17 series, expected to be launched in the second half of next year, may be Apple's first true AI phone, at which point Apple may readjust its product line. It is anticipated that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material and increase heat dissipation components.
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