Apple's next stage of growth will be merging AI software with new hardware: Creative Strategies CEO

Nvidia and AI Infrastructure - Nvidia remains well-positioned in the AI infrastructure market, with demand not slowing down [3] - The shift from the Hopper era to the Blackwell era is underway, driving the need for GPU clusters and compute clusters [1][2] - Over 50 gigawatts of IT load capacity is planned or under review for new data center builds in the next 5 years, representing greenfield growth [2] - Hyperscalers' continued investment in AI infrastructure depends on the profitability of their AI investments [4] - AI data centers will fill the gigawatts of capacity coming online in the next 3 to 5 years [5] Apple Leadership and Innovation - Tim Cook is Apple's longest-serving CEO at 14 years [6] - Apple has a deep bench of potential successors, including John Turnis and Craig Federighi [7] - Apple has an opportunity for another hardware run, including AI wearables, smart glasses, and the evolution of Vision Pro [8] - The next Apple CEO will need hardware and software expertise, especially in AI, to drive the company's growth [10][12] - Maintaining a strong supplier and supply chain position is crucial for Apple, even after Tim Cook's succession [11]