[etempleton]

I like Apple and think there is an AI bubble, but this article is kind of dumb.

Apple is not doing anything magical with hardware that other companies, including Nvidia, cannot do for roughly the same price/performance. The M series is amazing, but there are comparable products out there now. If you want to say eventually demand for Nvidia will fade because demand for training frontier models will decrease with time, fair, but that doesn’t suddenly make Apple the king of AI.

Also, for new better AI models to happen someone will need to train those new better models and that isn’t going to happen on 5000 Mac minis duct taped together.