Hua Er Jie Jian Wen·2025-03-25 13:41Core Insights - Apple is entering the AI data center competition by ordering approximately $1 billion worth of NVIDIA GB300 NVL72 systems, marking a significant strategic shift in its AI approach [1][2] - The order consists of around 250 servers, each priced between $3.7 million and $4 million, indicating a substantial investment in AI infrastructure [1] - Apple's collaboration with Dell and Supermicro aims to create a large server cluster to support generative AI applications, potentially leading to the development of a large language model (LLM) cluster [2] Strategic Shift - The strategic change appears to be driven by challenges faced in upgrading Siri AI, with delays in launching AI-enhanced features leading to adjustments in Apple's executive team [3] - The company had initially planned to preview new AI functionalities at the previous year's Worldwide Developers Conference but has since postponed the release indefinitely [3] - Apple has faced criticism for these delays, with executives describing the situation as "ugly" and "embarrassing," especially given the company's marketing of AI capabilities [3] Market Response - Following the news, Apple's stock remained stable, trading close to $220.82, while Loop Capital maintains a "hold" rating on Apple shares, contrasting with "buy" ratings for NVIDIA, Dell, and Supermicro [3]