Apple has built the strongest ecosystem of AI-capable consumer products in the industry. I suspect they deliberately chose not to compete in the AI data center race. Entering that arena would have cannibalized sales of their own high-margin devices, while further straining their already tight supply chain for memory and M-series processors.
Apple would never willingly pay Nvidia for GPUs anyway.
Why absorb supply chain pricing pressures and volatility when you can pass those costs directly to the consumer?
Apple would never willingly pay Nvidia for GPUs anyway.
Why absorb supply chain pricing pressures and volatility when you can pass those costs directly to the consumer?