To anyone who's seen the Apple Silicon launches, this was obvious the moment that ChatGPT went mainstream.
I've honestly been surprised at how Wall Street only ever paid attention to Nvidia. If Nvidia is worth what it's worth now because of AI demand, then Apple must be way undervalued.
Eh, they have a higher probability of success entering the enterprise AI server space than any of those two since it’s not about creating new hardware. Granted, they made their own silicon, but that’s aligned with all of their vertical integration strategies.