$SUPER MICRO COMPUTER INC(SMCI

🤔Loop Capital said that this is roughly equivalent to 250 high-end servers, and Dell (DELL) and Super Micro Computer (SMCI) will serve as key partners for this deployment.

😕Loop Capital pointed out that this strategic shift comes after Apple faced challenges internally when trying to roll out an enhanced AI-driven Siri. It's reported that the launch of Siri has been postponed.

🚀The investment in generative artificial intelligence and large language model infrastructure marks a significant strategic shift for Apple. Loop Capital believes this reflects the company's realization that it can no longer just be a bystander in the AI race.

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