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Apple's competition is high-performance compute. Nvidia is eating their lunch to the tune of $4 trillion, and Apple just let it happen. They left billions on th
by bigyabai 3mo ago
Apple's competition is high-performance compute. Nvidia is eating their lunch to the tune of $4 trillion, and Apple just let it happen. They left billions on the table in revenue that Nvidia eats up with their own ARM servers that aren't arbitrarily restricted by the OEM.