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Apple Is the King of AI and Nobody Knows It

limitededitionjonathan.substack.com

11–20 of 37 posts

Re: Apple Is the King of AI and Nobody Knows It

#11
post #5

Earlier quoted context omitted.

Because bandwidth between those sticks and the GPU isn't fast enough for fast inference.

Even with an integrated gpu? Surely it'll be faster that using thunderbolt cables

both AMD and Apple hit the unified memory goal. but its the bandwith thats bottlenecking their performance and onboarc memory is even worse.

Re: Apple Is the King of AI and Nobody Knows It

#12
I like Apple and think there is an AI bubble, but this article is kind of dumb.

Apple is not doing anything magical with hardware that other companies, including Nvidia, cannot do for roughly the same price/performance. The M series is amazing, but there are comparable products out there now. If you want to say eventually demand for Nvidia will fade because demand for training frontier models will decrease with time, fair, but that doesn’t suddenly make Apple the king of AI.

Also, for new better AI models to happen someone will need to train those new better models and that isn’t going to happen on 5000 Mac minis duct taped together.

Re: Apple Is the King of AI and Nobody Knows It

#13

Earlier quoted context omitted.

Even with an integrated gpu? Surely it'll be faster that using thunderbolt cables

both AMD and Apple hit the unified memory goal. but its the bandwith thats bottlenecking their performance and onboarc memory is even worse.

Is Apple in a better position than Amd as this article seems to claim?

Re: Apple Is the King of AI and Nobody Knows It

#14
if the author wasn't too lazy - this article could've been way shorter.

but of course author chose to use a.i to write this.

& bury very important points which are 1. Chinese Memory Manufacturers 2. Apple Unified Memory + their own chips which are a result of their 'car' effort.

Re: Apple Is the King of AI and Nobody Knows It

#15

Earlier quoted context omitted.

both AMD and Apple hit the unified memory goal. but its the bandwith thats bottlenecking their performance and onboarc memory is even worse.

Is Apple in a better position than Amd as this article seems to claim?

AMD's Strix Halo has a 256-bit memory bus. Apple's Max class chips have a 512-bit memory bus, Ultra class chips have a 1024-bit memory bus. Unless you want to go for datacenter hardware, AMD's offerings simply aren't in the same league in terms of memory bandwidth.

Re: Apple Is the King of AI and Nobody Knows It

#16
The author seems unaware that products such as nVidia’s DGX Spark and AMD’s Strix Halo exist at a similar price point per gig of unified RAM, and I don’t see either company offering less unified memory as time goes on. I think he’s right about Apple doing a good job right now, but wrong about its competitors.

Re: Apple Is the King of AI and Nobody Knows It

#17

Earlier quoted context omitted.

both AMD and Apple hit the unified memory goal. but its the bandwith thats bottlenecking their performance and onboarc memory is even worse.

Is Apple in a better position than Amd as this article seems to claim?

depends: if they can keep getting larger memory, yes

Re: Apple Is the King of AI and Nobody Knows It

#19
> Every historical technology wave ends the same way: the mainframe becomes the PC, the timeshare becomes the laptop, the cloud becomes the edge. The only people who ever argue otherwise are the people selling mainframes.

Perhaps AI serves also as an attempt to reverse course on this: raise prices on general-purpose computing hardware (excluding phones, which are increasingly locked down) so that it becomes again inaccessible to consumers.

Re: Apple Is the King of AI and Nobody Knows It

#20
post #15

Earlier quoted context omitted.

Is Apple in a better position than Amd as this article seems to claim?

AMD's Strix Halo has a 256-bit memory bus. Apple's Max class chips have a 512-bit memory bus, Ultra class chips have a 1024-bit memory bus. Unless you want to go for datacenter hardware, AMD's offerings simply aren't in the same league in terms of memory bandwidth.

I see, interesting thank you
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