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Apple AI Is A Win for OpenAI and NVIDIA, But Not for Apple

Jonathan Maietta's avatar
Jonathan Maietta
Jun 14, 2024
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Apple (AAPL) will incorporate OpenAI’s LLMs into its next gen OS, which means revenue and cache to OpenAI, revenue to NVIDIA (NVDA), but I do not believe that Apple will win marketshare for the iPhon…

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