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▶ 5:34 · $NVDA · Nvidia's NVLink Fusion opens networking tech to Apple and other chip makers
episode briefing
The Information

How Apple and Nvidia Could Team Up

2026-09-16 · 3 company · 0 thematic
sentiment
0 bull0 bear3 neu
speakers
aaron tilly

Covers Apple for The Information; authored deep dive on Mac Mini and Mac Studio traction in AI era, citing enterprise demand and supply chain dynamics.

quote
“Apple has been looking at Nvidia's networking technology called invion... recently Nvidia has been selling this technology outside of its of its chips to other companies. For example, Amazon and their chipm uh endeavors. Uh these other com…”
—aaron tilly
now playing · $NVDA
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