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雪球转发｜Apple's $1B Nvidia deal signals major AI strategy shif…
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@南国晨峰：Apple's $1B Nvidia deal signals major AI strategy shift
Here's everything you need to know:
$苹果(AAPL)$ $英伟达(NVDA)$
→ Apple placing massive $1B order for Nvidia's advanced servers
→ Partnering with Dell and Super Micro for first generative AI infrastructure
→ Purchase includes 250 Nvidia GB300 NVL72 systems
→ Each server costs between $3.7-4M
→ Dell and Super Micro serving as key server partners
→ First major external AI infrastructure investment
→ Response to slow progress in Apple's own AI chip development
→ Follows delays to planned AI-powered Siri upgrades
→ Comes amid internal AI team restructuring
This billion-dollar investment signals Apple's acknowledgment that it needs serious external computing power to compete after staying on the sidelines while competitors raced ahead with AI data center development.
Apple's $1B Nvidia deal signals major AI strategy shift
Here's everything you need to know:
$苹果(AAPL)$ $英伟达(NVDA)$
→ Apple placing massive $1B order for Nvidia's advanced servers
→ Partnering with Dell and Super Micro for first generative AI...2025-
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