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reilly3000 • today at 3:59 PM • 1 reply • view on HN

They have the best strategy of bigtechco: let others figure out the squishier layers while they focus on selling the best hardware. Privacy has incredible value to a lot of individuals and industries. $20-80k in hardware that *appreciates* the moment you buy it is a reasonable investment for a lot of SMBs, and still less than a single Nvidia rig. Privacy pays.


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bigyabai • today at 4:49 PM

If we're being frank here, Apple's AI strategy lags behind Nvidia, AMD and even Google. Nvidia has CUDA, AMD ships CDNA, Google has the TPU family, and Apple... well, Apple discontinued the rackmount Mac Pro, forfeit the HPC ARM datacenter to Nvidia's Grace CPUs, refuses to sign CUDA drivers, and spent half a decade designing raster GPUs instead of GPGPUs.

All of their competition has real inference and training stacks. Apple ships an iGPU and a smartphone NPU, they're reliant on Nvidia and Google hardware to deliver Apple Intelligence.

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