收起@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…2025-04-01 16:20 · 转发 26 · 讨论 26 · 赞 36