In a major move to boost its artificial intelligence capabilities, Apple has reportedly placed an order worth approximately $1 billion for Nvidia's advanced GPU systems, marking the company's largest investment yet in AI infrastructure.
According to industry sources, the tech giant has ordered Nvidia GB300 NVL72 systems - specialized GPU racks designed for data centers that combine 72 Nvidia Blackwell Ultra GPUs with 36 Nvidia Grace CPUs. These cutting-edge systems offer 50 times better AI processing performance compared to previous generation hardware.
The substantial order, estimated to include around 250 high-end servers, signals Apple's renewed focus on advancing its AI capabilities, particularly for improving Siri, its virtual assistant. Dell and Supermicro are reported to be key partners in this initiative.
While Apple has recently promoted "Apple Intelligence" features in its latest devices, this major hardware investment suggests the company is preparing for a much more ambitious AI strategy. Industry observers note that Apple has faced challenges in developing a more sophisticated AI-powered Siri, and this substantial investment in data center infrastructure indicates a serious commitment to developing large language models and generative AI capabilities.
This move comes at a time when other tech giants have made substantial progress in AI development. Despite being an early pioneer with Siri, Apple has maintained a relatively conservative approach to AI implementation compared to its competitors. The billion-dollar GPU order appears to be a strategic step to close this gap.
The investment represents Apple's largest commitment yet to building AI infrastructure, potentially positioning the company to compete more effectively in the rapidly evolving AI landscape.