Guo Mingchi: Rumors of Apple Inc. (AAPL.US) purchasing NVIDIA Corporation (NVDA.US) GPUs will not bring AI advantages in the short term

There are speculations that Apple Inc. (AAPL.US) plans to spend $1 billion to purchase NVIDIA Corporation's (NVDA.US) GB300 NVL72 product. In response to this, Guo Mingchi, an analyst at Tianfeng International Securities, stated that this will not enhance Apple Inc.'s advantage in the field of artificial intelligence in the "short term." Guo Mingchi pointed out that the order size is "too small" and compared it to Meta Platforms' recent moves. It is expected that Meta will purchase 1.3 million GPUs in 2025, which is approximately 70 times the rumored scale of Apple Inc.'s purchases. Guo Mingchi also added that due to Meta's focus on developing AI servers for large language models, aiming to reduce operational costs and improve service efficiency, Apple Inc. may be lacking in this area. Guo Mingchi explained, "Secondly, the GB300 NVL72 will not begin large-scale shipments until the first half of 2026. Apple Inc.'s suppliers in this regard, Dell Technologies, Inc. Class C and AMD, are not top-tier assemblers like Foxconn or Quanta, so Apple Inc. may not receive server racks until the second or third quarter of 2026, or even later. Obviously, this deal will not bring AI advantages to Apple Inc. in the short term, definitely not within the next 12 months." Apple Inc. and NVIDIA Corporation have not immediately responded to Seeking Alpha's request for comments.