Patrick Seitz writes at Investor’s Business Daily: Loop Capital analyst Ananda Baruah late Monday said Apple is in the process of placing orders for about $1 billion in Nvidia GB300 NVL72 systems.

TL;DR: Apple has ordered $1 billion worth of NVIDIA's GB300 NVL72 AI servers, indicating a strategic shift towards enhancing its AI capabilities, particularly in response to challenges with Siri.

All eyes were on Nvidia (NASDAQ: NVDA) once again when it reported fourth-quarter earnings last week. However, Nvidia's stock isn't in the same position as it was a year or two ago when it was ...

As AI continues to be a real headache for Apple, a new report indicates that the company is in the process of buying NVIDIA’s AI servers worth $1 billion. Apple has reportedly decided to buy ...

Because of their sheer size, everyone is fairly familiar with Apple's and Nvidia's businesses. Apple is the premier consumer tech brand, with its product ecosystem headed up by the iPhone.

Apple has a slight lead over Nvidia. Apple has a high premium attached to its stock for its lack of growth. Nvidia is still growing at a rapid pace. Because of their sheer size, everyone is fairly ...

Apple is in the process of placing orders for about $1 billion in Nvidia GB300 NVL72 systems, Loop Capital analyst Ananda Baruah revealed in a note to investors late Monday, noting that those orders ...

Nag reminds us that the rivalry between Nvidia and Apple is longstanding and goes all the way back to the Steve Jobs era ... This is a 671B MoE that ‘only’ has 37B activations per pass. You'd probably ...