Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs (Aaron Tilley/The Information)
The hottest products at Apple right now are not the iPhone, the iPad or a buzzy new show on the company's streaming service.
OpenAI has reportedly purchased tens of thousands of Macs for use in reinforcement learning (RL). According to The Information, Anthropic rents these Macs. Nvidia views Apple as its main local rival in the AI sector as Macs gain popularity among AI developers.
The demand for AI infrastructure and talent is high, with companies competing fiercely for workers who can help them advance in the AI race. Some tech workers favor OpenAI or Anthropic as their dream employers, while others prefer established giants like Apple, Google, and Amazon.
Nvidia's position in the market may be impacted by OpenAI's development of a custom ASIC, Jalapeño, for large-language-model inference, co-developed with Broadcom. This could potentially weaken Nvidia's software moat and give OpenAI more negotiating power.
Brief written by urgent.news from Techmeme, Digital Trends, Le Monde Economie, Dev.to, Business Insider — 5 reports on this story. Machine-written — may contain errors; check the original before relying on it.
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