Anthropic Joins AI Energy Alliance, Apple Launching Servers

SPEAKER_1 (0:00)

Welcome to the podcast. Today, I want to talk about a bunch of breakthroughs, AI news and build outs when it comes to AI hardware. I think we've had a lot of talk lately about should we slow down AI, should we not slow down AI, pacing the frontier with Dario Amadei. But the one thing that I think nobody is debating is the fact that this AI is going to need a lot of power generation, a lot of data centers, a lot of chips and a lot of memory. And all of those things aren't something you could say, let's pace the development of, because a data center might take 10 years to get a proper electrical hook up to it. These things, this infrastructure takes a very long time to get built out. The manufacturing facilities take a very long time. The planning that goes into it. So today I want to talk about some of the areas that we're accelerating on and some of the big advancements we're seeing in the hardware side. The first one I want to talk about is that Apple is going to is basically bringing back their server market. They're coming back into the server market. They're going to do this in 2029 with their M8 Ultra, and they're going to use Nvidia Links. This is a market that they left, and I'll talk a little bit about that. I also want to talk about the fact that SK Hynix out of South Korea is in talks with Intel to make memory chips in the United States. If you have been following what's going on with AI, you know that memory is one of the massive, biggest bottlenecks, and there are only three companies that are currently doing this specific type of memory. At the same time, we have Nvidia, Google, Emerald AI, which are all launching something called the Alliance for Grid Flexible AI Data Centers. It's the AI Energy Management Alliance, and there's actually 18 members. So Anthropic is part of it, National Grid is part of it, AES, NRG, all of them are coming together to create an interconnected grid. There's some interesting statistics that go along with all of that. Now, if you're the kind of person that hates paying for subscriptions to all of those companies I just mentioned, like Google and Anthropic and ChatGBT and everyone else, I'd love for you to check out my startup aibox.ai. I give you access to over 90 of the top AI models. So you get Anthropic, you get Gemini, you get Claude, you get Grok, you get DeepSeek, you get Perplexa, you get all of the top models, image, audio, video, every top model and modality that you could want. There's 90 of them. It is $8.99 to get started and you use it by the token. So if you have a massive project, there's higher subscription tiers. But if you just want to test stuff out, you can chat with all of these different models in the same chat thread. And you can also connect them inside. So if you use Claude a lot and you want Claude to generate images, you use our MCP connector and inside of Claude, images can be generated by chat or video by Google V03 or whatever model you're working with. It is something that saves me so much time and I hope it's a super useful product. It is AI box.ai. I'll leave a link in the description. Let's start with what was going on with Apple first. So this is 15 years after they killed X server. If you'll remember, Apple is looking to get back into servers and how they'll essentially put this together is they will have four M8 Ultra chips and Nvidia's NVLink Fusion. And all of this is how they're going to be building out their new server.

Basically a new server offering. I think what's interesting here is we've seen a lot of Apple is basically one of the people that one of the companies that people have criticized heavily. They're like, Oh my gosh, Apple's missing the AI boom. They're so slow. There's their new Siri, the Apple intelligence, everything was so slow. And yet, if you look at the stock price of Apple, it has not declined over this. They have actually made some incredible progress and it doesn't seem like the stock is declining. And one of the big reasons is because Apple, I don't know if it was accidentally or however you want to say it, but the hardware of Apple has been greatly used. And I think one of the big examples a lot of people will point to is when OpenClaw came out, basically everyone was running out to go buy a whole stack of Mac minis that they were running OpenClaw agents on. Now, I think that Mac mini craze was kind of short-lived. It was kind of a quick moment. Obviously, the Mac mini is just a great product. And so I think a lot of people would just use it as a good computer. But I think Apple did see a very real, very large explosion in sales because of that. And they've realized, hey, look, I mean, they're basically a little server on someone's desk. Why don't we make actual servers for companies that are paying, you know, crazy amounts of money? And is this something that's growing up?