Something like this happened for a long time between Apple and NVIDIA, whose relationship has always been a bit complicated. A new report from The Information has revealed more details and background on the situation.
Apple is ramping up research and development of its own AI chip to reduce its reliance on third-party developers, potentially finally completely ending its decades-long unhappy relationship with Nvidia.
Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 billion opportunity by 2027.
As a result, Nvidia's revenue has exploded higher in recent years. For example, in the latest quarter, revenue came in at a record of more than $35 billion -- higher than a full year of revenue just two years ago. Importantly, the company is also highly profitable on sales, with a gross margin of more than 70% in recent quarters.
Broadcom is rumored to have an ongoing partnership with Apple to help it build its own AI chip TikTok parent company, ByteDance, OpenAI also reportedly in the picture The move comes as hyperscalers look to reduce their dependency on AI chips from Nvidia Nvidia has ridden the generative AI boom to record-breaking revenues and profits over the past two years,
Apple's latest machine learning research could make creating models for Apple Intelligence faster, by coming up with a technique to almost triple the rate of generating tokens when using Nvidia GPUs.
Apple and NVIDIA shared details of a collaboration to improve the performance of LLMs with a new text generation technique for AI.
Apple’s strategic focus on seamless hardware-software integration is a key hallmark of its strategy. Read how AI fits into this effort.
Nvidia (NASDAQ: NVDA) had two phenomenal years in the market, and I doubt that it will be able to repeat its performance in 2025. Although there are numerous reasons, I've come up with three solid ones that convinced me to pick up some Nvidia shares before 2025 arrives.
Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) server chips from
Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.
Apple and NVIDIA began collaborating seriously in the early 2000s. At that time, Apple wanted to boost the graphics capabilities of its Macs using NVIDIA chips. However, by that time, the ...