Updated
Updated · Yahoo Finance · Sep 22
Nvidia Rises 0.7% to $229.08 as Apple Pushes AI Macs
Updated
Updated · Yahoo Finance · Sep 22

Nvidia Rises 0.7% to $229.08 as Apple Pushes AI Macs

3 articles · Updated · Yahoo Finance · Sep 22

Summary

  • $229.08 marked Nvidia’s share price after a 0.7% gain, signaling investors saw Apple’s new locally run AI Macs as little immediate threat to its core business.
  • Apple demonstrated four Mac Studios linked through shared memory to run a 1 trillion-parameter model, showing some heavyweight AI workloads can move from cloud servers onto local machines.
  • $89 billion of Nvidia’s $96.2 billion latest-quarter revenue came from data centers—about 92.5%—underscoring how much of its business still depends on hyperscale AI infrastructure.
  • The pressure point is inference and enterprise AI work where privacy and token costs matter, but large-scale training, dense networking and unpredictable peak demand still favor Nvidia’s cloud-focused systems.

Insights

Could Apple's clustered desktop computers secretly threaten Nvidia's cloud empire, or is the edge AI revolution just a mirage?
With emerging vulnerabilities in hybrid networks, is processing trillion-parameter AI models on your desk actually safer than the cloud?