Rumored Apple buy of Nvidia GPUs wouldn't give iPhone maker AI edge 'anytime soon': analyst
Seeking Alpha News (Mon, 31-Mar 10:35 AM)
- Amid speculation that Apple (NASDAQ:AAPL) is planning to purchase $1B worth of Nvidia's (NASDAQ:NVDA) GB300 NVL72 offerings, TF International Securities analyst Ming-Chi Kuo said it would not boost the iPhone maker's edge in artificial intelligence "anytime soon."
- Kuo said the size of the order is "way too small," and compared it to what Meta Platforms (META) has done recently. Meta is expected to buy 1.3M GPUs in 2025, which would be roughly 70 times what Apple is rumored to spend. And with Meta's focus on AI servers that develop large language models, cutting operational costs and boosting service efficiency, Apple may be falling short in this space, Kuo added.
- "Second, GB300 NVL72 mass shipments won’t start until 1H26," Kuo explained. "Apple’s suppliers here, Dell and Super Micro, aren’t top-tier assemblers like Foxconn or Quanta, so Apple might not get its racks until 2-3Q26, or even later. Clearly, this deal isn’t going to give Apple an AI edge anytime soon, definitely not in the next 12 months."
- Apple and Nvidia did not immediately respond to a request for comment from Seeking Alpha.
