> This is an obvious moat for Apple who can offer a cheaper alternative for training, inference AI server farms. According to Bloomberg, Apple's inference serv

> This is an obvious moat for Apple who can offer a cheaper alternative for training, inference AI server farms. According to Bloomberg, Apple's inference server farms are a flop: https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-reportedly-sitting-unused-on-warehouse-shelves-due-to-low-apple-intelligence-usage/ https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-rep... the chips [...] are not powerful enough to run the latest frontier models like Gemini, which the new Siri will be based on