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Apple's $1B Nvidia deal signals major AI strategy shift Here's everything you need to know: → 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.
段永平回答
think different 不意味着非要和别人不一样的。在NVDA上是可以一样的。
提及: $苹果(AAPL)$