News Apple joins UALink Consortium for open-standard AI accelerator interconnections

Apple did confirm plans to develop its own datacenter-class processors for AI. Private Cloud Compute. Why would anyone think that meant they were going to fill giant buildings with Mac Minis and Mac Studios? No it will be hundreds of thousands of datacenter capacity units, only running Apple Silicon. Private Cloud Compute requires bandwidth that regular Macs can’t provide.

What is also not happening is Apple providing it to third parties, at least not the hardware directly. Theses datacenter units will be exclusively to provide Private Cloud Compute for iPhones, iPads, and Macs. That demand alone will require a cloud infrastructure close to the size of other hyperscalers.

Especially since they will probably allow third party developers to create services that leverage Private Cloud Compute. Apple’s standard cut of the revenue applying, of course.