Hu Xiu·2025-08-29 06:30Market Capitalization - Nvidia's stock price has increased more than tenfold compared to Apple's over the past two years [4] - Investors believe Apple has missed the AI wave, while Apple's Siri remains significantly behind competitors like Xiaomi's Xiao Ai [5][6] Historical Context - Steve Jobs' NeXT and Pixar were founded on advanced hardware designs, with NeXT introducing the NeXTdimension graphics card in 1991, which was ahead of its time [7][8] - NeXT's graphics accelerator utilized a superior Intel i860 processor, marking an early instance of GPGPU technology [9] Company Dynamics - Historical tensions between Apple and Nvidia stem from patent disputes and Nvidia's attempts to dominate Apple's ecosystem [14][15] - Apple has chosen to forgo Nvidia's GPUs to maintain control over its ecosystem, even impacting its automotive ambitions [15][16] Technological Developments - Apple is developing its own data center chips, with plans to utilize a "glue" approach for chip integration, similar to AMD's Chiplet strategy [17][18] - Apple has reportedly rented Google's TPU clusters for training and plans to mass-produce a data center chip designed by Broadcom next year [19] Competitive Landscape - Apple does not require CUDA within its ecosystem, similar to Google's situation [21][22] - The AI battlefield is shifting from cloud computing to user experience, with the competition between Nvidia's development ecosystem and Apple's application ecosystem defining the next decade [28]