有猜测称苹果公司计划斥资10亿美元购买英伟达的GB300 NVL72产品。对此，天风国际证券分析师郭明錤表示，这不会在 “短期内” 提升苹果在人工智能领域的优势。
郭明錤指出，该订单规模 “太小了”，并将其与Meta Platforms(META.US)近期的举措进行了对比。预计Meta在2025年将采购130万个GPU，这大约是传言中苹果采购规模的70倍。郭明錤还补充道，由于Meta专注于开发大语言模型的人工智能服务器，致力于降低运营成本和提高服务效率，苹果在这一领域可能有所欠缺。
郭明錤解释称：“其次，GB300 NVL72要到2026年上半年才会开始大规模出货。苹果在这方面的供应商戴尔和超微，并非像富士康或广达那样的顶级组装商，所以苹果可能要到2026年第二或第三季度，甚至更晚才能拿到服务器机架。显然，这笔交易不会在短期内给苹果带来人工智能优势，未来12个月内肯定不会。”
苹果和英伟达均未立即回应Seeking Alpha的置评请求。
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