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One can only hope. That said, Apple's vertical integration is a massive competitive advantage here, IMO. Nvidia's reliance on Microsoft & Windows for software support likely makes competing w/ Apple an uphill battle. If/when Local AI gets good enough to compete with Cloud AI on most inference workloads, Apple starts to look like Nvidia's biggest competitor. While this is admittedly a dream scenario, the biggest downs…
I don't understand this stance. Microsoft is reliant on Nvidia, they don't have a good ARM SOC to ship with without them. They will bend over backwards to accommodate these SOCs on Windows, and probably don't have much work to do in the first place. Apple's vertical integration has led to a Siri overhaul that took half a decade to roll out, and it won't even run locally. They built an NPU coprocessor that's basically…
See a pattern there even the memory companies will probably get designed around the Chinese are in the process of doing it now so will Apple probably for long range survival.