>If almost every business that wants to do AI needs to buy Nvidia hardware, their sales will go through the roof. This will undoubtably prove to be temporary.

>If almost every business that wants to do AI needs to buy Nvidia hardware, their sales will go through the roof. This will undoubtably prove to be temporary. >It is very unlikely that Apple will sell their “server” hardware to other businesses in that way. The point is Nvidia isn't required.