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bombcaryesterday at 12:52 PM3 repliesview on HN

They may be trying to sell through the existing CPU before a launch (soft or not) of the M5-based versions (though I've heard the rumor is there will be no M5 Ultra and we might be looking at an M6 Ultra later in the year).


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reactordevyesterday at 1:17 PM

This is most likely the case. They ended their production run and have inventory (or so they thought). Now with the rush for LLM power, they sold out of them and they no longer have that inventory. This was a surprise to their bottom line AND their supply chain logistics plan!

I’m sure they wanted to order more but were priced out for the increase in ram costs. Apple probably decided it wasn’t worth it until they revamped the architecture (and put a larger order in this time around).

I’m not a buyer but I suspect that’s what’s playing out right now behind closed door meetings.

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jmullyesterday at 2:43 PM

Interestingly, the "ultra" Mac Studio released a year ago was based on the older M3, not M4. Apparently, the work to "ultra-fy" a CPU is significant (which makes sense) so there can be a lag.

Not that they have to follow pattern, but the a Mac Studio ultra released later this year might be based on M4. Or one based on M5 might be released a year or more from now.

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caseyf7yesterday at 7:33 PM

There will absolutely be an M5 Ultra. Gurman has confirmed it.

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