Squawk on the Street Cramer's Morning Take: Apple 12/11/24
Dec 11, 2024
The podcast dives into Apple's exciting collaboration with Broadcom to develop a groundbreaking AI chip, reshaping its hardware strategy. Discussions highlight how this partnership affects Broadcom's stock and Apple's past ties to NVIDIA. The conversation also examines Apple's competitive advantage in custom chips and teases upcoming iPhone features, including chat GPT integration with Siri, set to boost sales and engagement. Tune in for insights into the ever-evolving tech landscape!
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Apple's AI Chip
- Apple is collaborating with Broadcom on an AI chip.
- This is notable because Apple has typically not partnered for AI chips, especially not with NVIDIA.
Broadcom's Custom Chips
- Broadcom's custom chip business may be growing.
- Big clients like Alphabet and Meta use their custom chips.
Huawei vs. Apple
- Huawei's latest phone suggests their technology may have plateaued, which is positive for Apple.
- Apple is also introducing new AI features for the iPhone, including ChatGPT integration with Siri.