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Last week, Apple announced that John Ternus would take over as CEO from Tim Cook, who will become executive chairman. This decision feels both necessary and very careful. Ternus has been the face of Apple’s hardware engineering for years, making sure that the iPhone and Mac stayed the best examples of industrial design. He is getting a copilot, not the keys to the kingdom, as he takes over the top slot. Cook’s elevation to executive…
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According to master forecaster Ming-Chi Kuo, OpenAI is getting ready to shake up the smartphone market with a phone that replaces standard apps with AI agents. Kuo is known for making good forecasts regarding Apple products, but on Sunday, the TF International Securities analyst posted on X that he was going from Cupertino to Mission Bay. He said that OpenAI is working with Qualcomm and MediaTek to make processors for smartphones. He also said that…
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A lot of people think that chips are the key problem, however supply is not the main problem. The most important problem right now is how to power and cool equipment on a large scale. You won’t be able to manage the AI economy just by controlling the GPUs. The processors are very significant, yet the availability of computers is not a big problem for growth. Operators need to be sure that the infrastructure can…