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gehstytoday at 10:01 AM2 repliesview on HN

Why should Apple have done this? It doesn’t fit their business in anyway shape or form. Where does data centre hardware sit relative to electronics / humanities cross roads that is foundational for Apple?


Replies

DCKingtoday at 12:56 PM

> Why should Apple have done this?

For money, probably.

Apple is presumably leaving a lot of money on the table by not trying to sell Apple Silicon for AI inference and training. They're the only ones who can attach reasonably large GPUs (M3 Ultra) to very large amounts of cheaper memory (512GB SO-DIMM per GPU). Apple could e.g. sell server SKUs of Mac Studios, heck they can sell M3 Ultra chips on PCIe cards. And they could further develop Apple Silicon in that direction. Presumably they would be seen as a very legit competitor to Nvidia that way, perhaps moreso than Intel and AMD. I'd assume that in the current climate this would be extremely lucrative.

Now, actually doing this would disrupt Apple's own supply chain as well as force it to spend significant internal resources and cultural change for this kind of product line. There's a good argument to be made it would disproportionally negatively affect its Mac business, so this would be a very risky move.

But given that AI hardware is likely much higher margin than the Mac business an argument could probably (sadly) be made that it'd be lucrative for them to try it. I personally don't think Apple is inclined to take this kind of risk to jeopardize the Mac, but I'm sure some people at Apple have considered this.

AdamNtoday at 12:09 PM

Yeah nothing about Apple is server side and imho that's what training is. To be serious about it as a company you have all sorts of other tools (crawlers, etc...) helping with training so it basically has to be in the datacenter at any reasonable scale anyway. And that's just not where Apple lives. We saw with Swift that they couldn't focus on server side enough to make it a serious language there and they've consistently declined to enter that area over the years because it's outside their wheelhouse.