Prayers for Apple
Apple is fighting for TSMC capacity as Nvidia takes center stage
181–190 of 501 posts
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#182As a heavy user of OpenAI, Anthropic, and Google AI APIs, I’m increasingly tempted to buy a Mac Studio (M3 Ultra or M4 Pro) as a contingency in case the economics of hosted inference change significantly.
There is a reason no one uses Apple for local models. Be careful not to fall for marketing and fanboyism. Just look at what people are actually using. Don't rely on a few people who tested a few short prompts with short completions.
yes, I'm using smaller models on a Mac M2 Ultra 32GB and they work well, but larger models and coding use might be not a good fit for the architecture, after all.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#183Earlier quoted context omitted.
Apple dealt exclusively with Chinese labor prices until they were directly threatened by the POTUS. You tell me.
I got a bridge to sell you if you think that Apple is going to bring any of their manufacturing to the US...
It would be a $6000 phone if they built it in America.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#184Apple could afford building their own fab couldn't they?
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#185Earlier quoted context omitted.
I feel like China invading Taiwan isn't happening in our lifetimes. Yes, they stand to benefit from it, but I doubt any of the people in charge of decision making are that interested in rocking the boat. There's nobody forcing their hand and the country is doing great without needing to invade anyone.
The leader of China literally publicly told his military to have “all options for reunification of Taiwan ready by 2027” What options do you suppose the military might be working on? Training to surround, and blockade? (Check) Information warfare? (Check) Building high numbers of landing craft? (Check) Building high numbers of modular weapon systems that can rapidly increase the number of offensive ships? (Check) Bui…
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#186I am very unhappy with the increased RAM prices - and now general increase in prices for hardware. To me this is collusion, a de-facto monopoly. Governments that don't stop this practice are also part of the mafia.
We really need many more smaller, more independent manufacturers. All the big guns, from NVIDIA, Apple, Intel, AMD, etc... have massively disappointed about 99.9% of us here now.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#187Hopefully this makes them think twice about I dunno, putting chips into cables.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#188Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#189Earlier quoted context omitted.
"Apple is smart. If the AI capex cycle flattens in late '27 as models hit diminishing returns, does Apple regain pricing power simply by being the only customer that can guarantee wafer commits five years out?" That's the take I would pursue if I were Apple. A quiet threat of "We buy wafers on consumer demand curves. You’re selling them on venture capital and hype"
Nvidia is not a venture capital outlet. They are a self-sustaining business with several high-margin customers that will buy out their whole product line faster than any iPhone or Mac. From TSMC's perspective, Apple is the one that needs financial assistance. If they wanted the wafers more than Nvidia, they'd be paying more. But they don't.
> several high-margin customers
This is the "venture capital and hype" being referred to, not Nvidia themselves.