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Apple will never build cars. Each dollar of car revenue will hurt their margins. It doesn't matter how lux the car is or the target market, it isn't going to ha
by foobiekr 3y ago
Apple will never build cars. Each dollar of car revenue will hurt their margins. It doesn't matter how lux the car is or the target market, it isn't going to happen.
Tesla isn't going to be able to hold their margins, either.
It's going to be more like Nvidia - Nvidia captures all of the margin in the servers - with some going to Intel or AMD - and SuperMicro, Lenovo, HPE, etc. eke out their existence on the low value chassis.
- moondev 3y agoDon't you need CPUs, PCIE lanes, NVME and cooling systems to deploy GPGPU(s) and DPU(s) - or are you suggesting hopper will replace it?
- foobiekr 3y agoNobody needs DPUs. It’s a fake market. The stuff you’re listing, other than CPUs, which I explicitly called out as going to Intel and AMD, is ultra low margin.