[MR4D]

Why do you think that?

You seem to be positioning this as a Ford vs Chevy duel, when (to me at least) the comparison should be to Ford vs Exxon.

Nvidia is an infrastructure company. And a darned good one. Apple is a user facing company and has outsourced infrastructure for decades (AWS & Azure being two of the well known ones).

[dereg]

Apple outsourced chips to IBM (PowerPC) for a long time and floundered all the while. They went into the game themselves w/ the PA Semi acquisition and now they have Apple Silicon to show for it.

[MR4D]

But Apple is vertically integrating. Thats like Ford buying Bridgestone.

The only way it hurts Nvidia is if Apple becomes the runaway leader of the pc market. Even then, Apple hasn’t shown any intent of selling GPUs or AI processors to the likes of AWS, or Azure or Oracle, etc.

Nvidia has a much bigger threat from with Intel/AMD or the cloud providers backward integrating and then not buying Nvidia chips. Again, no signs that Apple wants to do this.