It's even worse than that. Demand is so high so every next GB will be sligly more expensive. There is a lot of smaller hardware manufacturers that unable to secure DRAM chips at any price, there just no free capacity on market.
Of course Apple is massive, but if they announce inference boxes that everyone wants they need to make 10,000s or even 100,000s of them.
And it's very much likely they'd rather sell 600,000 - 10,000,000 more iPhones or Macbooks Neo. End users bring Apple money with every OpenAI / Claude subscriprion sold through their platform.
And inference boxes is just one-off sale of hardware that will bring no further income.
Of course Apple is massive, but if they announce inference boxes that everyone wants they need to make 10,000s or even 100,000s of them.
And it's very much likely they'd rather sell 600,000 - 10,000,000 more iPhones or Macbooks Neo. End users bring Apple money with every OpenAI / Claude subscriprion sold through their platform.
And inference boxes is just one-off sale of hardware that will bring no further income.