Loop Capital: Apple Is Placing ~$1 Billion Worth Of Orders For NVIDIA’s GB300NVL72, With Super Micro Computer (SMCI) And Dell Tapped As “Key Server Partners”

OSTN Staff

In what is a testament to the superiority of NVIDIA’s commercial GPUs and the time-related tradeoff involved in designing and optimizing a custom ASIC, Apple is finally jumping onto NVIDIA’s GPU bandwagon with a sizable order, with Super Micro Computer and Dell expected to materially benefit from these orders. The hidden cost of in-house ASIC design is – time. The reality is that $NVDA merchant silicon is so ahead for most AI workloads that you can’t afford to wait on the sidelines while you develop your own slightly improved and optimized ASIC design. https://t.co/mDeCVNGblh — Chips & Wafers (@ChipsandWafers) March […]

Read full article at https://wccftech.com/loop-capital-apple-is-placing-1-billion-worth-of-orders-for-nvidias-gb300nvl72-with-super-micro-computer-smci-and-dell-tapped-as-key-server-partners/