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Nvidia’s AI business is built around supplying the computing infrastructure; Apple’s strategy leans on AI running across devices its customers already own. That contrast matters because one approach relies on large-scale data centres, while the other puts more emphasis on on-device processing.
Why it matters24/7 Wall St. puts Nvidia’s latest reported Data Centre revenue at $89.02 billion and says Apple has more than 2.5 billion active devices. It also notes that Apple’s Private Cloud Compute runs on Nvidia GPUs, a reminder that these strategies can overlap even when their pitches differ. The figures and comparison are the outlet’s account, not proof that either approach will win.
Discuss: For AI to reach more people, is the stronger bet centralised data-centre computing or processing on devices people already own?
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