[pb7]

>Given my time in FAANG, I also speak from inside knowledge of how deeply f’ed these companies are

Please tell us more of your expertise and deep insight, FAANG employee #1,908,680.

Google has developed their own chips. Apple has developed their own chips. It’s really not that hard if your pockets are deep enough or the bottom line checks out.

When Apple launches their AI offering this year, it’s not going to need NVIDIA.

[fnordpiglet]

They have, over many years and not against a company at the top of their game and with considerable help. Apples move is an ARM chip, not an Apple chip. Googles chips are competitive in spaces like network infrastructure. TPUs are illustrative of their inability to provide a viable alternative.

Apple isn’t going to launch with an Nvidia killing alternative, I’ll bet you $1,908,680 it’s backed by Nvidia.

They will likely use their neutral chips for local models, but their data center stuff will be 100% Nvidia.

[AnthonyMouse]

The interesting question isn't whose hardware they use for the launch, it's what the public-facing software API looks like. Apple isn't likely to directly expose CUDA. At which point they're free to swap out the hardware with whatever they want at any time.

Also, Apple has a longstanding dislike for Nvidia and even if they weren't going to design their own chips at launch, they could be using AMD.

[KaoruAoiShiho]

Do you have any knowledge of what it runs on? I was pretty sure it was NVIDIA (accessed through cloud providers as a customer).