"I'm sorry, I didn't quite understand that. Could you please repeat that?"
Apple users have been hearing this too often from Siri for too many years - and not just when trying to order AI server hardware. The fact that the performance and quality of Apple's former flagship voice assistant has not improved in around a decade has finally been realized in Cupertino.
Apple's solution is typical Apple: replace the person responsible and pull out the blank checkbook. CEO Tim Cook has replaced the Head of AI John Giannandrea abgesetzt and replaced him with in-house veteran Mike Rockwell, who was most recently responsible for the development of Apple Vision. Rockwell's first official act was to directly introduce a Großbestellung bei Nvidia ($NVDA (+4.72%)) for BG300 NVL72 systems with a total value of around $1 billion US dollars, enough for at least 250 high-end AI servers. The servers are to be built by Dell ($DELL) and Super Micro Computer ($SMCI (+1.1%)).
This is unlikely to be the last billion that Apple $AAPL (+0.28%) will have to invest in the coming years to make Siri at least competitive.
