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More likely they would buy the assets of AI companies for pennies on the dollar. There could be a lot of H100s floating around at fire sale prices. Or they would acquire these companies for talent.

Google did this for several years in the early 2000s – snapping up talent and data center capacity from the casualties of the dotcom bust.

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What will they do with all that H100s? They dont O&O any data centers. AFAIK, Apple uses GCP for iCloud.

Also, remember H100 will be ~years old. Sometimes I wonder whether the average HN crowd really thinks through things.

Apple has historically shown an unwillingness to deploy capital to "own" things. They partner with TSMC for manufactoring, they get their panels from Samsung, Google on Gemini ..

Vertically integrated doesnt mean they "make" everything, but instead partners build things to their specification.

Apple does own datacenters. They have eight, not to many colocation facilities.

Do you know what they house in those? Eight seem too few for someone like Apple, who serves billions of users.

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