If OpenAI is furiously buying GPUs to train larger models and Apple is handing OpenAI cash, then this seems like a win for Nvidia. You can argue about how big of a win, but it seems like a positive development.
What would not have been positive for Nvidia is Apple saying they've adapted their HW to server chips and would be partnering with OpenAI to leverage them, but that didn't happen. Apple is busy handing cash back to investors and not seriously pursuing anything but inference.
What would not have been positive for Nvidia is Apple saying they've adapted their HW to server chips and would be partnering with OpenAI to leverage them, but that didn't happen. Apple is busy handing cash back to investors and not seriously pursuing anything but inference.