Locator: 51135AAPL.
Tag: Baltra.
Futures, midnight, July 8/9, 2026, "little changed," but all indices are green. Certainly better than losing 600 points earlier today.
Broadcom: will expand facility in Fort Collins, CO, after $30 billion deal with Apple; a $1.5 billion capital expenditure.
Apple, Query:
Gemini: Apple had a good day today -- $30-billion deal with Broadcom; continuing with Qualcom chip; says it will develop server chip in-house. May get HBM chips from China. Is that correct? Anything else?
Reply:
Query: what is Apple's server chip roadmap?
Query: how does SMC's advanced packaging tech (SoIC) fit into the Baltra architecture?
Furthering the conversation with Baltra, is Apple building a physical center for its cloud services?
Reply:
Query: Where, what city / state, is Apple building is own physical server infrastructure to run its PCC?
Reply:
Query:
The data center locations, six are mentioned, not including the Fort Collins, Colorado, site. How much money is Apple devoting to this buildout and how does it compare to what Meta or Google are doing?
Reply:
Query:
Earlier, you mentioned an "arms race" between Google and Meta. How does AWS fit into all this?
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