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Apple gives Nvidia investors 1 billion reasons to celebrate
lundi 31 mars 2025, 23:15 , par Mac Daily News
![]() Adam Spatacco for The Motley Fool: Loop Capital Markets analyst Ananda Baruah recently released a client note in which he suggested that Apple is in the process of purchasing 250 Nvidia GB300 NVL72 servers for an estimated price of around $1 billion. Earlier this month, Apple turned heads after the company announced its plan to invest $500 billion over the next four years into areas such as manufacturing and advanced silicon engineering. While Apple’s press announcement for this infrastructure commitment did not specifically reference Nvidia, I see the company’s decision around these investments as a bullish indicator for the chipmaker regardless. My reasoning for that is Apple’s announcement echoes the plans of its megacap cohorts. Earlier this year, Amazon, Microsoft, and Alphabet each announced plans to continue investing heavily into AI infrastructure. Collectively, these cloud hyperscalers are forecasting more than $250 billion of capital expenditure (capex) spend just for this year. When you layer the $65 billion that Meta Platforms plans to invest, AI infrastructure from big tech eclipses far more than $300 billion for 2025. Considering each of these companies leverage Nvidia’s GPUs to train their AI models, I see the continued investments in infrastructure as a strong indicator for Nvidia’s growth prospects. MacDailyNews Take: Good news for beaten down NVDA shres. Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple gives Nvidia investors 1 billion reasons to celebrate appeared first on MacDailyNews.
https://macdailynews.com/2025/03/31/apple-gives-nvidia-investors-1-billion-reasons-to-celebrate/
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