Guo Mingming estimates that Apple will spend $4.75 billion next year to purchase 20000 AI servers. Guo Mingming predicts that it will purchase 2000-3000 servers in 2023, accounting for 1.3% of global AI server shipments. In 2024, 18000-2000 AI servers will be purchased, accounting for 5%. Guo Mingyi believes that Apple's main AI servers purchased are the Nvidia HGX H100 8-GPU, which is the most common and used for training and inference generative AI. The purchased chips in the fourth quarter of next year will be added to B100. Calculated at a price of 250000 US dollars for H100, it is estimated that Apple's procurement cost on AI servers in 2023 will be 620 million US dollars, and it is expected to reach 4.75 billion US dollars next year.