On March 25, 2025, Loop Capital announced that Apple is partnering with Super Micro Computer, Inc. and Dell Technologies to venture into the large server cluster generative AI space.

This strategic investment by Apple aims to enhance its AI capabilities, potentially improving its voice assistant Siri and other AI-driven services.

Apple plans to invest approximately $1.0 billion in GB300NVL72 servers, intending to order around 250 units, each priced between $3.7 million and $4.0 million.

These servers are designed to support large language models, which are crucial for generative AI technologies, marking a significant shift for Apple from traditional AI methods.

Dell's Infrastructure Solutions Group has experienced a 22% year-over-year revenue increase, reaching $11.4 billion, largely driven by a 37% rise in the server and networking segment.

With a market capitalization of $69.64 billion and recent revenues of $95.57 billion, Dell stands to gain significantly from its partnership with Apple.

Analysts project that Dell's AI server revenues could reach at least $15 billion by fiscal year 2026, despite some recent price target reductions from firms like Loop Capital and Mizuho Securities.

In its recent fourth-quarter 2025 earnings report, Dell Technologies exceeded EPS expectations at $2.68, although it fell short on revenue with $23.9 billion.

The tech industry is closely monitoring how Apple's new focus on generative AI will impact its product offerings and competitive position in the market.