Rumors of Apple/Nvidia devices have been crawling around the industry for a few months now. They make sense for a number of reasons.
By late 2013 the technology will be proven out by multiple vendors, so it’s not the bleeding edge stuff Apple tends to avoid for its high volume markets. It would create novel products with a performance and price premium, the kind of positioning Apple favors.
Late last year Tim Cook tipped Apple’s plans to do something really interesting in semiconductors. I think this could be it.
Nvidia announced a year ago it was working on Project Denver, a full line of ARM-based computer processors from laptops to supercomputers. Since then it has gone quiet. A partnership with Apple would be just the sort of motivation to keep lips sealed at Nvidia.
I saw Jen Hsun Huang at an industry dinner last week and asked him about Project Denver. A smile came over his face and he said, “We will have a good story to tell.”
My guess is this is that story. What do you think?