This seems to be an attempt to compete with people running local models on Apple hardware—even though those local Mac Mini setups aren't really powerful. I expect we'll get there in a few years, so perhaps this is Nvidia taking an early step in that direction. In that case, this goes against Anthropic and OpenAI's business models. Which is a double whammy after Jensen Huang's recent comment about how agentic coding w…
Local AI capabilities are growing at a rapid pace, but so is hosted AI. While you can do a surprising amount of useful work with a model occupying a few to a few hundred gigs of VRAM, the hosted models are going to be way ahead for a long time.