Apple becomes NVIDIA customer, orders estimated $1 billion of new GB300 NVL72 AI servers

Apple has reportedly placed a large order for $1 billion worth of NVIDIA's new GB300 NVL72 AI servers, powered by its beefed-up Blackwell Ultra AI GPUs according to Loop Capital.

Loop Capital's note explained that Apple is "officially" in the large server cluster Gen AI game, with Super Micro and Dell being Apple's key server partners. Apple's continued Siri AI stumbles might have seen an internal shift that is putting even more importance on AI, and that requires the best AI hardware on the market right now: NVIDIA's new GB300 NVL72 AI servers.

NVIDIA's new GB300 NVL72 AI servers cost around $3.7 million to $4 million each, so we're looking at around 250 new NVIDIA GB300 NVL72 AI servers, made by both Super Micro and Dell. This should see Apple with a Gen AI LLM cluster, which should change things up for Apple as the company seems to be having issues with its AI/ML (machine learning) versus GenAI.

• Read more: NVIDIA GB300 'Blackwell Ultra' AI GPU: 288GB HBM3E, 1.4kW power, 50% faster than GB200

In their full note, Loop Capital wrote: "Apple is officially in the large server cluster Gen AI game... and Super Micro & Delll are the key server partners. Our work suggests that AAPL's latest Siri kerfuffle may be compelling a bit of a strategy shift internally and that AAPL is in the process of placing orders for ~$1.0B of NVIDIA GB300NVL72s (or ~250 servers at $3.7M-$4.0M each), comprised of both Super Micro & Dell. While we are still gathering fuller context, this appears to have the potential to be a Gen AI LLM cluster, and for what it's worth, our initial work suggests that a contributing factor to Siri's ongoing issues may have been AAPL's proclivity to use AI/ML (machine learning) vs Gen AI heretofore (whoops). It appears that our latest work could represent a shift in AAPL's thinking towards using Gen AI vs AI/ML".