2024-06-13 14:12:58 ET
Summary
- Apple and Microsoft are competing in the AI space, with Apple emphasizing on-device AI and Microsoft focused on cloud-based AI.
- Microsoft introduced Copilot+ PC with AI features like Recall and Cocreate, while Apple offers AI tools like Image Playground and Siri based on Apple Intelligence.
- Both companies are investing in AI for the future of computer user interfaces, with Apple leveraging its on-device AI and Microsoft more focused on cloud-based AI.
Apple ( AAPL ) revealed its vision for generative artificial intelligence at its Worldwide Developer Conference, which kicked off June 10. Microsoft ( MSFT ) had already done so in its Build developer conference on May 21, and in the unveiling of the new Copilot+ PC. Microsoft’s AI emphasis is still the cloud, where it has made enormous investments and can leverage the work of its partner, OpenAI. As always, Apple is going its own way in AI, intending to offer its platforms infused with useful intelligence that's mostly on-device. Both companies see AI as the next revolution in the personal computing user interface.
How the AI competition became the new user interface battle
I don’t think it’s an exaggeration to say that ChatGPT, which came out in late 2022, was like an H-bomb going off in the middle of the personal computing world. Here, finally, was an AI that one could chat with, via text inputs, that seemed genuinely intelligent and knowledgeable.
The compute resources required to train a generative pre-trained transformer (GPT) AI are enormous and getting bigger all the time. Nvidia ( NVDA ), a personal favorite of mine, was perfectly positioned to provide the necessary compute hardware. At least for now, Nvidia remains the company that has financially benefited most from GPTs....
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The Apple Vs. Microsoft AI Matchup