Nvidia
Nvidia might be in high demand, but it's unclear if it's the first choice for Apple.
  • It appears that Apple opted for Google's TPU chips over Nvidia's for its AI development.
  • An Apple research paper highlights the use of TPUv5p chips from Google for iPhone AI.
  • Nvidia chips remain in high demand, and the company charges toward a $4 trillion valuation.

It looks like Apple has confirmed it's using Google's chips for Apple Intelligence — not Nvidia's.