You underestimate the overlap between GenAI and EVs. Apple is not merely a software company, their AI strategy will not be merely send data to datacenter to run LLMs.
Apple has to run local LLMs heavily amongst its devices, for responsiveness, cost, and privacy reasons. This will entail a holistic effort from batteries to the neural inference chips to the AI models to the user design. Much more complicated than the datacenter only approach.
The car division would have also had people working on the battery, neural chips, UI design, etc. I would estimate 30% at least get moved to AI.
You underestimate the overlap between GenAI and EVs. Apple is not merely a software company, their AI strategy will not be merely send data to datacenter to run LLMs.
Apple has to run local LLMs heavily amongst its devices, for responsiveness, cost, and privacy reasons. This will entail a holistic effort from batteries to the neural inference chips to the AI models to the user design. Much more complicated than the datacenter only approach.
The car division would have also had people working on the battery, neural chips, UI design, etc. I would estimate 30% at least get moved to AI.