[Danox]

Apple can deal with the memory shortage in the same way they dealt with Intel saying no to building a processor for the iPhone the Apple Silicon design group can certainly do what’s necessary in house to design memory and SSD’s in house, and since Apple saved money on not participating in the AI data-center fiasco money won’t be a problem.

Apple can team up with TSMC to build some type of memory fab in the United States may take three years? Prineville, Oregon looks good close enough to water and Micron who won’t need many people once the Chinese use this memory crisis to take over the worldwide memory market…

https://en.wikipedia.org/wiki/TSMC_Arizona TSMC announced the Arizona Fab in 2020 they won’t have the final build out until 2029 for the 2nm (Build in house go around)

[praseodym]

> since Apple saved money on not participating in the AI data-center fiasco

They have unused custom built AI servers sitting in warehouses: https://news.ycombinator.com/item?id=47221264

[Danox]

Don’t be obtuse, what Apple didn’t do and isn’t doing is spending billions upon billions and dollars trying to train AI models like Meta, Google or Microsoft, Oracle and OpenAI those five companies together have spent well over $1 trillion dollars? In their efforts to date.

Now I know Apple has given a measly one billion dollar refund to Google so far and they’re not paying OpenAI anything as far as we know and internally, maybe Apple spent a couple of billion dollars, which is less than what they spent on their rumored electric car so I think they have the money.