Cupertino, CA – March 25, 2025 – Apple Inc. (NASDAQ: AAPL) is making a bold move into next-generation artificial intelligence (AI) with a $1 billion investment in GB300NVL72 servers, partnering with Super Micro Computer, Inc. (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL). This massive server order, aimed at bolstering Apple’s generative AI capabilities, signals a strategic shift in the company’s approach to AI infrastructure.
💡 Apple’s AI Infrastructure Push
Apple is reportedly ordering approximately 250 units of GB300NVL72 servers, priced between $3.7 million and $4.0 million each.
- 💻 Total Investment: ~$1 billion.
- 🔥 Server Suppliers: Super Micro and Dell will supply the servers, forming a large cluster designed to handle large language models (LLMs), essential for generative AI technologies.
- 🚀 This move reflects Apple’s effort to enhance Siri’s performance and expand its AI capabilities across products and services.
🔥 Super Micro & Dell Stand to Gain
Apple’s substantial server order is a major win for both SMCI and DELL, driving their AI infrastructure revenue.
- Super Micro (SMCI): Already a key supplier in the AI server market, this deal strengthens its dominance in high-performance server clusters.
- Dell Technologies (DELL): With $95.57 billion in revenue and 8.08% growth over the past year, Dell’s enterprise hardware business stands to benefit significantly from this contract.
- 💡 Dell’s Infrastructure Solutions Group (ISG) saw 22% YoY growth in Q4 2025, with server and networking revenue surging 37%.
- 💰 Analysts project Dell’s AI server revenue to exceed $15 billion by FY 2026, positioning it as a major player in the AI race.
📊 Market Impact and Analyst Sentiment
Apple’s AI pivot follows Loop Capital’s analysis, which revealed that Siri’s limitations stemmed from Apple’s previous reliance on traditional AI rather than generative AI.
- 🔥 This strategic shift could redefine Apple’s AI capabilities, making Siri and other services more intuitive and powerful.
- 💡 Dell, meanwhile, is viewed as undervalued by InvestingPro’s Fair Value analysis, with a P/E ratio of 15.67, suggesting significant upside potential.
- 📈 Recent Earnings Beat: Dell reported Q4 EPS of $2.68, surpassing the forecasted $2.51, though revenue came in at $23.9 billion, missing expectations of $24.55 billion.
🔎 Wall Street’s Outlook
Despite recent price target adjustments, analysts remain bullish on Dell’s AI growth potential:
- 📊 Loop Capital: Price target: $130 – Buy rating maintained.
- 💡 UBS: Price target: $150 – Buy rating maintained.
- 🚀 Mizuho Securities: Price target: $140 – Outperform rating reiterated, citing Dell’s expanding AI server business.
✅ Bottom Line: Apple’s AI Server Buy Supercharges SMCI and Dell
Apple’s $1 billion generative AI infrastructure investment is a game-changer for both Super Micro and Dell, cementing their positions as key players in the AI server market.
- 🚀 With AI infrastructure demand surging, both companies are poised for strong growth, making them attractive plays for investors betting on the AI revolution.
- 💡 Apple’s AI evolution could also reshape its competitive edge, potentially making Siri smarter and more powerful than ever.
