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Apple demonstrated AI inference and training capabilities on proprietary silicon without Nvidia GPUs.
Hyperscaler vertical integration (Apple, Google, Tesla) accelerates custom silicon adoption and directly reduces Nvidia's addressable market in key accounts.
Trade pressSlicast · June 12, 2024 22:00 · Global · Source: seekingalpha.com
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Image / Slicast · Source: seekingalpha.com
Apple demonstrated AI inference and training capabilities on proprietary silicon without Nvidia GPUs.
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