Why NVIDIA Should Be Worried About Apple Intelligence

NVIDIA (Nasdaq: NVDA) is the powerhouse in artificial intelligence today. But Apple (Nasdaq: AAPL) recently introduced AI tools that will be run on-device or in the cloud with Apple's own chips. If successful, there's a path to hundreds of millions of people using AI without NVIDIA's chips. Travis Hoium covers the strategy in the video below. 

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A portion of this video is sponsored by The Motley Fool.

00:00 Apple vs. Nvidia in AI
00:10 Apple's AI Strategy: On-Device Intelligence
02:07 Nvidia's AI Dominance: Data Centers and GPUs
02:52 Apple's AI Vision: Smaller Models, Big Impact
03:24 The Future of AI: Cloud vs. On-Device
06:00 The AI Market's Uncertain Future

[WanderingExistence]

This is the best bearish theory for Nvidia. Very appreciated, as a NVDA bull! Subscribed.

[cs]

But this is just for your average joe using an iphone. Ai will exist on edge on your devices yes but as well as all the other levels of industry. Developers will want and need nvidias hardware for the heavier ai workloads and tech is an industry that thrives by always pushing the envelope. Nothings changed here. Apples just outsourcing the heavier workloads to companies like openai who's whole company is built on nvidias hardware.

[brianinyang]

This is a very narrow thinking about what AI is and will be used for. Apple's partnership with OpenAI should be a proof against this analysis.