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ByteDance plans a major deployment of Nvidia Blackwell systems with 36,000 AI chips worth $2.5B, highlighting Nvidia’s shift to inference chips and robust 2025 margins supporting AI growth.
Apple will report earnings tomorrow, with strong focus on AI investments including Siri's upgrade using Google's Gemini model, potentially boosting iPhone upgrades and service growth.
Apple faces significant tariff costs and supply constraints impacting Q4, but expects growth in China driven by iPhone sales and increased AI investments.