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IMO the fact that apple just made rack mountable apple silicon for this private cloud, their GPU / AI compute is equal to nvidia on a power/W basis, they are lo
by novok 2y ago
IMO the fact that apple just made rack mountable apple silicon for this private cloud, their GPU / AI compute is equal to nvidia on a power/W basis, they are looking for their next revenue expansion territory from flat lining hardware growth and the fact that nvidia is worth more than them is enough of an indication that will probably make apple silicon server hardware in the near future just on a pure money making basis, even if it's not how they typically focus.
They kind of lucked out with apple silicon and their unified memory architecture.
- andruby 2y ago> and the fact that nvidia is worth more than them You scared me. I know the market is hyping up Nvidia hard, but if it was really worth more than Apple then things would really be crazy. AAPL market cap is still 10x NVDA’s (3.2T vs 330B), so not yet too crazy. Update: Nvda is at 3.24T. ddg “nvda market cap” shows the wrong amount. It probably doesn’t take the stock split into account. Djeez. That’s. Well, time to short.
- fennecbutt 2y agoThe market is hyping Nvidia because Apple doesn't have any silicon with more performance than nvidia for training... Apple silicon isn't magic.
- fennecbutt 2y agoTheir server hardware only does inference, not training...