Apple should order $ 1 billion about NVIDIA GB300 NVL72. The value is the equivalent of about 250 servers between $ 3.7 million and $ 4 million each.
The information comes from Loop Capital analyst, Ananda Baruah, and was given amid reports that Apple is having difficulty in her AI efforts, particularly with Siri.
According to the analyst, Apple would be working with Dell Technologies and Super Micro Computer server builders. The objective would be to develop the server cluster itself to support the Generative AI applications.
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Speculation
In the analyst’s evaluation, although it is a broader context, The acquisition seems to have the potential to be a Closter Gen Ai LLM (Large Language Model). There is a lot of speculation about the intended uses of the new Apple servers, but this type of investment in Nvidia’s GB300 NVL72s points to a clear direction.
Previous news indicated that Apple would be developing its own chip intended for use on servers. However, it seems that progress is below the expected, or Apple has decided to complement Nvidia’s servers.
In any case, this is more evidence of Apple’s efforts to be well equipped for the AI investment years that should accompany the current technology boom.
Context
It is not only with technology development that Apple is having difficulties. Last year, the company rejected an agreement with the European Union to use its AI, Apple Intelligence. Even the goal also did not sign the treaty as the others, which signals that, in this case, the difficulty is not with the company.
By the end of this year 2025, Apple AI should receive support for Portuguese language. The iPhone 16 feature brought only the English version, with Portuguese, German, Italian, Korean, Vietnamese and other languages scheduled for this year, but with no specific date.
As for the acquisitions of Nvidia’s signs, Apple is not alone in adhesion. Last year, only Microsoft acquired almost half a million GPUS from the Nvidia “Hopper” family. The company’s goal is also to empower its corporate and cloud infrastructure to support the enormous expansion of AI.
For now, Nvidia remains the company that has won the most with IAS boom, to the point that the company exceeds Apple as the most valuable in the world. And the increase in demand for its artificial intelligence (IA) chips was one of the main factors behind this rise.
Fonte: Investors.
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Source: https://www.adrenaline.com.br/apple/apple-prepara-investimento-de-u-1-bilhao-em-servidores-de-ia-da-nvidia/
