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Re:The Short Case for Nvidia Stock by simonw on Sunday January 26, 2025 @07:02PM (#42835689)
"if it ends up spending enough money on its new contract with OpenAI to provide AI services to iPhone users"

John Gruber says neither Apple nor OpenAI are paying for that deal: https://daringfireball.net/linked/2024/06/13/gurman-openai-a...

Re:The Short Case for Nvidia Stock by lxgr on Sunday January 26, 2025 @09:26PM (#42836725)
Mark Gurman (from Bloomberg) is saying that.