Lam Research could lose 30% of revenue due to US chip restrictions on China

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we expect that a broader rollout of Apple Intelligence will be deployed in the coming years.Also: Heres how Apples keeping your cloud-processed AI data safe (and why it matters)Apple is currently focused on rolling out its Generative AI services to high-end devices as part of the initial phase of Apple Intelligence deployment.

Lam Research could lose 30% of revenue due to US chip restrictions on China

and edge infrastructure -- an infrastructure level it likely does not currently possess.These devices will unlikely handle on-device AI computation shortly.the decision is almost certainly influenced by the substantial costs and infrastructure challenges involved in large-scale AI implementation.

Lam Research could lose 30% of revenue due to US chip restrictions on China

the company has chosen a hybrid approach to balance cost and performance.NVIDIAs MGX with GH 200 and Grace Hopper superchip designed for AI training.

Lam Research could lose 30% of revenue due to US chip restrictions on China

As Apple continues developing its AI infrastructure.

and a broader rollout is anticipated in 2025.a personalized fitness or meditation coach.

Also: 6 ways Apple can leapfrog OpenAI.It would be surprising to see Apple incorporate AI video features such as real-time background replacement and cinematic effects based on AI scene interpretation into iPhone video editing.

automatic framing and composition.On-device processing means questions and responses wont have to be sent to remote cloud servers.

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