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Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

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Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#361
post #354

Earlier quoted context omitted.

It just doesn't seem like a problem. If you put too many icons somewhere than fit in that place, of course you're going to run out of space…

And if you have a hole in your screen you must make your OS aware of it and put the menus around it?

It's literally not an issue

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#362

Earlier quoted context omitted.

I think this is one of the things they're fixing in macOS 27 golden gate, took them long enough. https://www.reddit.com/r/MacOSBeta/comments/1u0lhyz/macos_27...

I'm not even convinced this is a bug. Menu icons proliferated over the last couple of years, this isn't a problem unless you enable more than you have room for.

I agree, I keep mine pretty minimal, most are basically there as ads to remind you they exist cough cough ms teams.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#363
post #331
post #309

Earlier quoted context omitted.

> Google isn't Google sold (will sell?) about $70bn worth of Google shares to fund AI infrastructure build outs. It's also issued bonds (=debt; I forget the number, $30bn?) to pay for more infrastructure. Fairly sure it also has established a shadow company, a Special Purpose Vehicle (SPV) to stash away unpleasant financial things it doesn't want to show, also for the AI build out. Amazon, Google, Meta, Oracle are ov…

Google has a market cap over $4 trillion and it's 2025 financials were $130 billion profit on $400 billion revenue, which was something like 15% Y/Y growth. $100 billion in equity and bond offerings is not betting the farm on AI. Additionally, Google's data centers are notoriously efficient and they build their own networking hardware as as their TPUs. Now their TPUs lag behind NVidia offerings obviously but they'll…

https://s.yimg.com/lo/mysterio/api/619866B692DE6F8A91F783066...

> Google has a market cap over $4 trillion

For the purposes of most financial discussions, the market cap can be ignored. It tells almost nothing about the business fundamentals.

> and it's 2025 financials were $130 billion profit on $400 billion revenue, which was something like 15% Y/Y growth.

Most of that growth, which has re-accelerated, is AI driven. Aka eggs in a single basket.

> $100 billion in equity and bond offerings is not betting the farm on AI.

That's on top of capex of $185bn in 2026. In 2023 it was $32bn, 2024 $52bn, 2025 $91bn.

All your financial alarm bells should start ringing.

Amazon is doing similar things.

> A lot of us on HN dismiss Oracle with good reason but it's also fair to say they've survived and thrived through the dot-com crash, the GFC and the pandemic until now. They're clearly doing something right.

https://www.reuters.com/business/autos-transportation/cost-i...

Oracle is the most likely to go bankrupt out of all these companies outside of AI labs. They've been very adept at financials until now, when they've bet the farm on explosive AI revenue and especially profit growth. If those don't materialize soon, bye bye Oracle! Which would probably make a great many engineer happy :-))

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#364

Earlier quoted context omitted.

Tangential: About 8 years ago ex-Apple chip engineers left to design server-grade chips, this was Nuvia, and they got sued by Apple to the point that they had to get acquired by Qualcomm.

Then, after getting acquired by Qualcomm they got sued by ARM. So maybe they were assholes.

Or maybe corporations hate competition. We'll never know!

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#365

Apple is very late to the AI party. By the time M7 is shipped, Nvidia will announce 6090 and people will be buying used (3|4|5)090 GPUs to run local models at much better performance than heat throttled M7.

And 6090 will have 48GB of RAM compared to something like an M7 Max that might have 192GB or an M7 Ultra that might have 768GB.

The M7 Max and M7 Ultra will likely prefill-bottlenecked at 100GB+ scale inference. Layered 6090s would not be.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#366
post #18

Apple is very late to the AI party. By the time M7 is shipped, Nvidia will announce 6090 and people will be buying used (3|4|5)090 GPUs to run local models at much better performance than heat throttled M7.

I would prefer a Studio if it does a decent enough job even if throttles a bit under load, way less power usage and noise than those GPUs plus the PC you need to put those in.

If you're fine overpaying for a throttling computer, you could buy 40-series cards and underclock them to the same TDP of a Mac Studio.

You'd probably get faster prefill speeds, as well as better drivers for accelerated transcode and gaming applications.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#367
post #363
post #331

Earlier quoted context omitted.

Google has a market cap over $4 trillion and it's 2025 financials were $130 billion profit on $400 billion revenue, which was something like 15% Y/Y growth. $100 billion in equity and bond offerings is not betting the farm on AI. Additionally, Google's data centers are notoriously efficient and they build their own networking hardware as as their TPUs. Now their TPUs lag behind NVidia offerings obviously but they'll…

https://s.yimg.com/lo/mysterio/api/619866B692DE6F8A91F783066... > Google has a market cap over $4 trillion For the purposes of most financial discussions, the market cap can be ignored. It tells almost nothing about the business fundamentals. > and it's 2025 financials were $130 billion profit on $400 billion revenue, which was something like 15% Y/Y growth. Most of that growth, which has re-accelerated, is AI driven…

> For the purposes of most financial discussions, the market cap can be ignored.

If you issue $70B in stock, which was your point btw, market cap absolutely matters. $70B is less than 2% new shares issued. If it was a $100B company, it would be 70%. That's why market cap matters.

> All your financial alarm bells should start ringing.

Only if you start with the premise of "Google is imploding" and then go looking for evidence.

Oh, so we're using CDS rates as a proxy for alarm now? Ok, Google's rates are hovering under 50 basis points [1]. For comparison, this is only slightly higher than the sovereign debt of Canada [2].

[1]: https://finance.yahoo.com/markets/stocks/articles/alphabet-v...

[2]: https://www.worldgovernmentbonds.com/sovereign-cds/

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#368

Earlier quoted context omitted.

How is it going to help them? Do you really think the average Apple user will use it when there’s already better AI provided by OpenAI and Anthropic which don’t require advanced local hardware?

I was just countering your argument with an equally compelling counter-argument. As for how it helps: we're not talking about this year's AI ecosystem, or even next year's. This rumor, assuming it's true, is talking about two chip generations into the future — and probably at least three or four chip generations before it's a mature AI platform. What will AI be doing for us in five years from now? How does Apple plan…

>What will AI be doing for us in five years from now?

I don’t know, but the majority of it will be running in data centers, not high end consumer grade workstations.

>Will concerns of privacy increase or decrease in that time?

People have been more concerned about privacy than ever, it hasn’t seemed to stop people from using cloud AI services.

The fact that Apple missed the starting gun on AI to the point that they’re using Googles also inferior Gemini, I’m not compelled these Apple AI chips have a consumer.

Anyone savvy enough to do their own AI hosting is more likely to use Nvdia boxes, etc. Apple workstations always been more successful in Art/Graphic design. That’s why they cut off their server hardware long ago.

>How does Apple plan for that future?

Ideally by making attractive simple products regular users can buy. The iPhone and MacBook Neo seem a step in that direction. AI vision and Apple Vision scream 90s pre-iMac Apple.

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#369
post #268

Earlier quoted context omitted.

Thanks, I didn't know that one! Very impressive speed although quality seems very bad

> although quality seems very bad The weights they “etched” into the FPGA card that’s used for the ChatJimmy demo are that of a Llama 3-something 8b model. The actually impressive and novel thing is that Taalas’ve managed to automate that process (clearly – nobody transforms 8 billion numbers into a physical representation by hand). So now, they can work on scaling this process up, and with low enough lead times (I’l…

At some point we're going to have these chips for a couple bucks in kids toys

Re: Apple to skip high-end M6 Mac chips in favor of AI-focused M7 line

#370

Earlier quoted context omitted.

Consider also that right now LLMs run slowly enough you can watch them think. I've seen a demo of an LLM running at an absurdly high speed and it reminds me of when I moved from a 2400 baud modem to a 14.4 - BBS screens that I could watch draw were all of a sudden nigh-interactive. Faster-than-realtime video generation is also coming, and will also continue to require huge hardware for a long while yet. I love local…

What does your local setup look like?

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