This information is not official but comes from a report by Ananda Baruah, an analyst at Loop Capital Markets, who says that Apple has become a buyer of servers for AI processing. The main partners providing the servers are Supermicro and Dell. However, the numbers in the report are not high compared to other tech companies, with orders totaling around $1 billion. These servers are equipped with the latest NVIDIA GB300 GPUs, priced at approximately $3.7-4 million each, estimating a total of around 250 servers.
Apple has not commented on this report.
Source: Investor’s Business Daily
TLDR: Apple is purchasing AI processing servers from Supermicro and Dell, but the numbers are modest compared to other tech companies.
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