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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Quick takeaways
- Apple's collaboration with Broadcom on an AI chip could redefine its market role and promote custom chip production by 2026.
- Upcoming innovations for the iPhone and Siri using GPT technology may revitalize consumer interest and drive a new product cycle.
Deep dives
The Rise of Broadcom and Apple Collaboration
Broadcom's recent collaboration with Apple on a potential AI chip has sparked interest in the stock market, especially following a challenging day for Broadcom's shares. Reports suggest that this new chip could mark Apple's entry into the AI server chip market, potentially becoming available for mass production by 2026. This development signifies a shift towards custom chip production, aligning Broadcom with major clients like Alphabet and Meta, diverging from the traditional competition with NVIDIA and AMD. Such advancements could reshape the landscape of tech hardware and influence market dynamics significantly.
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