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▶ 26:43 · $AAPL · Apple's 3.5B device installed base makes it a sleeping giant in AI hardware race

now playing · $AAPL

$NVDA···bullish· highejaaz

Nvidia's compute dominance validated as OpenAI trains GPT-6 on 100k GPUs

Massive GPU clusters (100k+ Frontier Edge GPUs) are the primary driver of frontier model intelligence; the scaling law holds that compute directly translates to superior capabilit…

$OPENAIbullish· highejaaz

OpenAI stages comeback with largest-ever training run and compute-focused reorganization

OpenAI reorganized to focus on research and compute acquisition, executing the largest training run in history (100k GPUs) and positioning to extend its lead with even larger clus…

$AAPL···bullish· mediumejaaz

Apple's 3.5B device installed base makes it a sleeping giant in AI hardware race

Apple's massive installed base of 3.5 billion live devices positions it as a sleeping giant in AI hardware, but faces imminent competition from OpenAI's consumer devices (Q1 2025)…

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