3 ms·

The WAS multi-billion contract ends this or next year. Apple cloud is imo one of the easiest ways for them to grow. It's not coincidental that they're working

• smoldesu 3y ago
  > Biggest problem would be production of chips I would actually argue that is the easy part. Apple already has access to cutting-edge nodes if they want to pay for them. The hard part is designing a server chip from Apple Silicon, a decidedly mobile SOC. For instance; what if Apple wanted to ship a system that competes with a DGX GH200? Where would you even start with something like the M2 Ultra? - You would either need more cores per SOC, or more SOCs per chipset to match a DGX system - Custom memory controllers are a must (running them at regular speeds depends on how much bandwidth is left) - PCI would need to exposed on-hardware and supported in MacOS, Linux and third-party software - An multi-instance interconnect like Infiniband would need to be working and attractive (as well as a CUDA translator, if they want any hope) And that's just what they would need to match the high-performance ARM industry right now. If they wanted to compete or knock Nvidia's block off, it would take a lot more investment, time and attitude-changing.
  • jbverschoor 3y ago
    You don’t need that to run most cloud services, and where most of the profits come from at this point for aws/azure