Every single major cloud providers builds their own chips and most have gone even further with custom ASICs for ML. I don't see any reason to believe that Apple

Every single major cloud providers builds their own chips and most have gone even further with custom ASICs for ML. I don't see any reason to believe that Apple has the organizational or technical ability to enter the cloud business successfully. I don't think they even see data center ops as a core competency and you can't go into the cloud business without expertise there. AFAIK they primarily rely on public clouds.