What will they do with all that H100s? They dont O&O any data centers. AFAIK, Apple uses GCP for iCloud.

Also, remember H100 will be ~years old. Sometimes I wonder whether the average HN crowd really thinks through things.

Apple has historically shown an unwillingness to deploy capital to "own" things. They partner with TSMC for manufactoring, they get their panels from Samsung, Google on Gemini ..

Vertically integrated doesnt mean they "make" everything, but instead partners build things to their specification.

Apple does own datacenters. They have eight, not to many colocation facilities.