$Apple(AAPL.US) has released its own AI roadmap, summarizing one clear fact: Apple's AI has taken its own path, not relying on buying NVIDIA GPUs.

Apple's years of continuous chip development still have some solid foundation. This also means Apple is not following the model of $Microsoft(MSFT.US) and $Alphabet - C(GOOG.US), which involves massive investments like building dozens of data centers with annual expenditures of tens or hundreds of billions. For $NVIDIA(NVDA.US), this is definitely bearish.