Apple is planning to more than triple its self-build critical power capacity in 2023 and beyond, potentially signalling that it has some compute-heavy new plans in the works. A report from analyst company
Structure Research covering all the major
hyperscalers has identified Apple as being the one that will grow the most over the next few years. All this extra data center power capacity means that Apple could be looking to launch services that require far more energy to run, that could either be virtual/
augmented reality (and there has been a lot of rumors surrounding an
Apple VR headset) or a bigger push in services - which doesn’t require having new hardware. Yes, one could argue that Apple might use the extra capacity to launch a
website builder service to benefit the thousands of
small businesses that rely on iCloud, but we doubt it.
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