Earlier quoted context omitted.
> In case it is not abundantly clear by now: Apple's AI strategy is to put inference (and longer term even learning) on edge devices. This is completely coherent with their privacy-first strategy (which would be at odds with sending data up to the cloud for processing). Their primary business goal is to sell hardware. Yes, they’ve diversified into services and being a shopping mall for all, but it is about selling lu…
> but it is about selling luxury hardware. Somewhat true but things are changing. While there are plenty of “luxury” Apple devices like Vision Pro or fully decked out MacBooks for web browsing we no longer live in a world where tech are just lifestyle gadgets. People spend hours a day on their phones, and often run their life and businesses through it. Even with the $1000+/2-3y price tag, it’s simply not that much gi…
Apple is selling hardware and scaling AI by utilizing it is simply a smart move.
Instead of building huge GPU clusters, having to deal with NVIDIA for GOUs (Apple kicked NVIDIA out years ago because of disagreements), Apple is building mainly on existing hardware.
This is in other terms utilizing CPU power.
On the other hand this helps their marketing keeping high price points when Apple now is going to differentiate their COU power and therefore hardware prices over AI functionality correlating with CPU power. This is also consistent with Apple stopping the MHz comparisons years ago.