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Apple Explores AI Chip Acquisitions to Reduce Nvidia Dependence and Boost In-House AI Development

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דווח לראשונה בSrugim · Jul 15, 2026

מה קרה

Apple is considering acquiring AI chip companies to reduce reliance on Nvidia and speed up its own AI infrastructure development, amid delays in its internal server chip project and increased financial flexibility. This strategy shift includes large acquisitions like Israeli firm Q.ai and ongoing collaborations with Broadcom, alongside leadership changes that may encourage more aggressive expansion in AI hardware.

01Apple plans to acquire AI chip companies to reduce Nvidia dependence and boost internal AI development.
02Apple currently uses Nvidia chips via Google Cloud for complex AI tasks like running Google's Gemini model for Siri.
03The internal Apple server chip Baltra has been delayed, prompting external acquisition considerations.
04Apple completed a nearly $2 billion acquisition of Israeli AI firm Q.ai earlier this year.
05Apple is collaborating with Broadcom on AI server chips, extending their partnership to 2031.
06Leadership changes may lead to a more aggressive acquisition strategy in AI hardware.

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