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Apple is about to spend $1 billion on NVIDIA servers for AI: analyst


According to a new analyst report, Apple is reportedly about to place an order for a massive $1 billion worth of AI servers from NVIDIA.

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. “While we are still gathering fuller context, this appears to have the potential to be a Gen AI LLM (large language model) cluster.” There seems to be a lot of speculation in the report regarding the intended uses of the new servers, but this kind of investment in NVIDIA’s GB300 NVL72s does point in a clear direction.

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