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>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.



At this point, yeah for inference maybe they aren't, but we already knew this.

Training is still a different story, imo.




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