Is Apple's AI moment finally here?

Welcome to AI Collision 💥,

***Apologies if this hits your inbox twice today, the first send went out a little earlier than expected (about 8 ½ hours early) so we’re just sending it again, regular 9am time***

In today’s collision between AI and our world:

Apple’s late arrival
Google upgrades Gemini
They can’t all beat humans at this…

If that’s enough to get the $1 billion hitting Nvidia’s revenues, read on…

AI Collision 💥

Apple’s AI efforts to date have been somewhat of a lame duck.

Siri, Apple’s primary “smart” assistant, always had the potential to become a leading AI interface with the millions upon millions of Apple customers.

But Apple focused too much on machine learning, making Siri really good at pulling on data and bringing up facts, while not really pushing to develop its ability to learn or think.

As for the idea of inference, it seems like Apple just wasn’t interested in it. In short, it missed the boat.

While Microsoft took a slice of OpenAI, it pushed out ChatGPT and Microsoft Copilot. Then Meta pushed out iteration after iteration of Llama. Google progressed with Gemini. X.com entered the fray with Grok. China released DeepSeek. There was Claude, Perplexity… The list of generative AI and AI that could progress to inference just kept getting longer and longer.

Amazon eventually upgraded Alexa and may end up becoming the most dominant (and useful) of them all.

Even LG just dropped what’s apparently one of the best, fastest generative AI models out there today.

Everyone had their own AI models. But not Apple.

Well, that might finally be about to change.

There is talk now circulating that Apple has put in a $1 billion order to Nvidia. According to an article on Investor’s Business Daily:

Loop Capital analyst Ananda Baruah late Monday said Apple is in the process of placing orders for about $1 billion in Nvidia GB300 NVL72 systems. That equates to about 250 servers at $3.7 million to $4 million each, he said in a client note.

Apple is working with server builders Dell Technologies and Super Micro Computer on its large server cluster to support generative AI applications, Baruah said.

“AAPL is officially in the large server cluster Gen AI game … and SMCI & DELL are the key server partners,” he said. “While we are still gathering fuller context, this appears to have the potential to be a Gen AI LLM (large language model) cluster.”

It seems Apple has finally realised it’s going to be left behind if it continues down its current path.

The good news for Apple is it’s loaded with cash and hellbent on creating most of its chips in house in the near future (as well as components it used to rely on others for). Give it a year or two and no doubt Siri will pack far more punch than she does now.

Good for Apple. But while it appears Apple is finally getting serious about generative AI and AI inference, Google just released Gemini 2.5.

As Google CEO Sundar Pichai tells us is a series of X.com posts:

1/ Gemini 2.5 is here, and it’s our most intelligent AI model ever.

Our first 2.5 model, Gemini 2.5 Pro Experimental is a state-of-the-art thinking model, leading in a wide range of benchmarks – with impressive improvements in enhanced reasoning and coding and now #1 on… pic.twitter.com/mtEdRCTcgF
— Sundar Pichai (@sundarpichai) March 25, 2025

As part of that thread, he also showed us how Gemini can now help do things like code:

2/ Here’s one example of what it can do. Tell it to create a basic video game (like the dino game below) and it applies its reasoning capability to produce the executable code from a single line prompt. Take a look: pic.twitter.com/vRkRcbygC7
— Sundar Pichai (@sundarpichai) March 25, 2025

That’s great for Google, but it still feels like Gemini is catching up to ChatGPT and Grok.

In fact, just recently I built a few basic games using Grok to write the code for me. All I had to do was install Python on my computer, ask Grok to write me the code for a Pac-Man-style game, and then I just copy-pasted the code for it.

Easy.

Why on earth would I bother learning to code, when learning to prompt properly is far more important? In fact, dare I say, the creativity of what the game could and should do, and how I want to it to look, is the most important aspect of all of this.

As I’ve said before, while the likes of Apple, Google, Amazon, whoever, might be fast building out AI that will do a lot of things better than humans, one thing I don’t think it will ever do as well is be creative.

That is a realm that will always separate us from machines, and that’s the distinct advantage we have as AI infiltrates our world.

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

man in black suit jacket and black pants figurine

Boom 📈

Tesla (NASDAQ:TSLA) up 28%
BigBear.ai (NYSE:BBAI) up 18%
Palantir (NASDAQ:PLTR) up 15%

Bust 📉

JD.com (NASDAQ:JD) down 8%
Micron (NASDAQ:MU) down 7%
XPENG (NASDAQ:XPEV) down 7%

From the hive mind 🧠

If a robot could fix my back, I’d be all for it. If AI and robotics can work its way into our healthcare systems, then theoretically it should reduce the cost of healthcare and increase the availability of healthcare for those who need it most. Bring it on I say.
Will China do to AI what it’s done to the electric car market? Dominate it.
Say goodbye to the Biden walk. Absolutely brilliant!