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by whimsicalism
739 days ago
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Apple simply does not have the talent pool to take on either nvidia or the big LLM providers anywhere on the stack except for edge inference. If you're saying Apple is going to 'take on nvidia' in edge inference, then I don't disagree but I would hardly even count that as taking on nvidia. |
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It took almost a decade but the PA Semi acquisition showed that Apple was able to get out of the shadow of its PowerPC era.
Nvidia will remain a leader in this space for a long time. But things are going to play out wonky and Apple, when determined, are actually pretty good at executing on longer-term roadmaps.