Even NVDA is copying AAPL?
Is this AI PC chip an all-in-one i.e. CPU + GPU + AI chip + chipsets?
Apple has seen this miles away. Or Apple is the reason why ARM is so popular. iPhone has been powered by ARM since 2007’s release. Mac started powered by ARM since 2020.
Vaguely recalled Jensen announced the price during the NVDA conference. My feeling Apple is buying GB200 or worse case B100 chips for their DCs. Delaying for a year, Apple gets 4x performance for the same price as H100s.
https://x.com/cctvidiots/status/1792883804442435920
Osborne effect.
This type of comment from Beth is surprising. Cyclical stocks always appear the cheapest e.g low P/E at the peak of the cycle. Is Beth think NVDA is not a cyclical stock? Semi are known to be cyclical stock.
