OPENAI TOOK APPLE’S DESIGNER — THEN BOUGHT A CHIP 50X FASTER THAN NVIDIA

Описание: OpenAI just made two massive moves that could reshape AI forever: buying Apple's legendary iPhone designer Jony Ive for $6.5 billion, and partnering with Cerebras (a mystery chip company) for $10 billion. This chip is 50 times faster than NVIDIA's H100 — and it could end NVIDIA's dominance.

In this video, I break down both deals, explain why the Cerebras chip is so much faster than NVIDIA, reveal what Jony Ive is building, and show you why 2026 could be the year everything changes.

🔥 KEY POINTS:
OpenAI acquired Jony Ive's startup "io" for $6.5B
All 55 employees (former Apple designers) are joining OpenAI
Cerebras partnership worth $10B through 2028
Cerebras WSE-3 is 72x bigger than NVIDIA H100
50x faster performance in AI inference tasks
First devices launch in 2026

⏱️ TIMESTAMPS:
0:00 - Intro: The $16.5B Double Deal
1:45 - Deal #1: Who is the Apple Designer?
4:20 - Jony Ive's Apple Legacy (iPhone, iPad, Apple Watch)
6:15 - Why OpenAI Wants Him
8:30 - Deal #2: The Mystery Chip Revealed
10:45 - Cerebras vs NVIDIA: Size Comparison
12:20 - Why It's 50X Faster (Technical Breakdown)
15:10 - NVIDIA's Moat is Crumbling
17:35 - How These Two Deals Connect
19:50 - The 2026 Device Nobody Saw Coming
22:15 - What This Means For Your iPhone
24:30 - Conclusion: The Hardware War Begins

📊 SPECS BREAKDOWN:
Cerebras WSE-3:
Size: 72 square inches (vs NVIDIA H100: 1 sq inch)
Transistors: 19x more than NVIDIA B200
Performance: 50x faster inference than GPU clusters
Memory: On-chip with massive bandwidth
Architecture: ASIC (purpose-built for AI)

NVIDIA H100:
Current market leader (80% market share)
GPU architecture (general-purpose)
CUDA software ecosystem
Still dominant but facing competition

🤔 KEY QUESTIONS ANSWERED:
Why is OpenAI spending $16.5 billion on hardware?
Can Cerebras actually beat NVIDIA?
What device is Jony Ive building?
When will we see the first AI hardware?
Should NVIDIA investors be worried?
What does this mean for Apple?

💬 JOIN THE DISCUSSION:
What do you think about OpenAI's strategy? Will Cerebras actually beat NVIDIA? Can they really make the iPhone obsolete? Drop your thoughts in the comments!

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⚠️ DISCLAIMER:
This video is for informational and educational purposes only. Not financial advice. I have no financial relationship with OpenAI, Cerebras, NVIDIA, or Apple. All information is from publicly available sources cited above. Do your own research before making any investment decisions.

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