Barron's Streetwise
Why Starbucks Went Cold. Plus, Apple’s A.I. Opportunity.
May 10, 2024
William Blair Analyst Sharon Zackfia discusses restaurants like Chipotle, Sweetgreen, and CAVA. The podcast also touches on Apple's AI advancements, including the M4 chip with a neural processing unit, and the potential impact on personal devices. Additionally, there is a humorous segment on Starbucks' stock decline and coffee ordering experiences.
30:39
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Quick takeaways
- Apple's new M4 chip with AI capabilities accelerates edge computing and enhances local processing speeds.
- Anticipated surge in demand for AI-enabled devices is predicted to drive collaborative AI ecosystems and new use cases.
Deep dives
Apple's Advancements in AI with New M4 Chip and Local Processing Power
Apple's recent announcement of the new iPad features the M4 chip with a neural processing unit, capable of 38 trillion operations per second, emphasizing accelerated artificial intelligence capabilities. This advancement aligns with the trend towards edge computing, improving processing speeds for tasks like inferencing locally. With Windows 11 integrating AI assistance, such as Co-Pilot, running on devices with built-in neural processing units, the focus on local AI processing is forecasted to drive a surge in demand for AI-enabled devices.
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