Like with all new tech trends, it takes them a hot minute to catch up, but it's highly likely they will (eventually) release some killer platforms for local AI.

Like with all new tech trends, it takes them a hot minute to catch up, but it's highly likely they will (eventually) release some killer platforms for local AI. The shared memory, high bandwidth and power-efficiency of their M chips is a near-ideal architecture. If/when they finally push out the M5-ultra, that could be round one (albeit still not at the best price/performace vs comparable cloud api tokens). A real mass-market killer device for local LLMs is still going to require some remediation of the global DRAM shortages, and maybe the M6/M7 generation.