[sleepybrett]

My niece graduated and is headed off to college in the fall and I picked her up a macbook as a graduation present, knew that apple's prices were still artificially low and a price hike was coming and ordered it the day before they announced that prices were going to go up.

This ram/storage ai datacenter bullshit is bullshit, we are going to spin up these massive datacenters and someone is going to invent a way out of the current thinking before half of them are even built.

What's the over/under on apple spinning up their own fabs for their own needs in the consumer market? It seems almost suicidal to not start trying to take on that part of their vertical.

[dwaite]

> What's the over/under on apple spinning up their own fabs for their own needs in the consumer market?

Darn close to 0%. They generally go after multiple manufacturers for a part rather than trying to become a manufacturer themselves.

They are trying their decades-old playbook of funding creation of new factories. The problem is the manufacturers are already neck deep in trying to expand out capacity, and the demand/price increases likely weakens both of Apple's negotiating factors (guaranteed sales and a source of capital to build out the facility).

[sleepybrett]

That's kind of my point, the existing manufacturers are falling short, in apple's eyes. Every single device they sell requires storage and ram, every single item's price is going up. That's going to hit them very hard.