When it comes to AI, there's ~5 trillion dollars of datacenter revenue Apple could be competing for, but isn't. That's not good.
Now, maybe it would be justifiable if there were great local AI experiences on iPhone, or an easy $5 trillion to be made elsewhere. Until then, Apple is bleeding money hand-over-fist by refusing to sign the CUDA UNIX drivers and sell the rackmount Mac as a cutting-edge TSMC inference box. The Grace superchip is absolutely eating Apple's ARM lunch right now.
Now, maybe it would be justifiable if there were great local AI experiences on iPhone, or an easy $5 trillion to be made elsewhere. Until then, Apple is bleeding money hand-over-fist by refusing to sign the CUDA UNIX drivers and sell the rackmount Mac as a cutting-edge TSMC inference box. The Grace superchip is absolutely eating Apple's ARM lunch right now.