Apple Eyes $100B Cloud Market with Project ACDC, Taking Aim at AWS and Azure
ByAinvest
Monday, Jul 7, 2025 4:40 am ET1min read
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Apple is exploring a potential move into the cloud infrastructure market, codenamed Project ACDC, which would position the company as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Apple's approach is built around custom M-series chips optimized for AI inference tasks and aims to offer developers access to servers powered by these chips. The project has gained traction but its future is uncertain following the departure of a key executive involved in the effort. Apple's services business brought in over $23 billion in Q2 2025.
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