You seem to be positioning this as a Ford vs Chevy duel, when (to me at least) the comparison should be to Ford vs Exxon.
Nvidia is an infrastructure company. And a darned good one. Apple is a user facing company and has outsourced infrastructure for decades (AWS & Azure being two of the well known ones).
Apple outsourced chips to IBM (PowerPC) for a long time and floundered all the while. They went into the game themselves w/ the PA Semi acquisition and now they have Apple Silicon to show for it.
I think Apple is going to make rapid and substantial advancements in on-device AI-specific hardware. I also think nVIDIA is going to continue to dominate the cloud infrastructure space for training foundational models for the foreseeable future, and serving user-facing LLM workloads for a long time as well.
Nvidia obviously has an enormous, enormous moat but I do think this is one of the areas in which Apple may actually GAF. The rollout of Apple Intelligence is going to make them the biggest provider of "edge" inference on day one. They're not going to be able to ride on optimism in services growth forever.
Apple could have moved on Nvidia but instead they seem to have thrown in the towel and handed cash back to investors. The OpenAI deal seems like further admission by Apple that they missed the AI boat.
Exactly. Apple really needs new growth drivers and Nvidia has a 3bn market cap Apple wants to take a bite out of. One of the few huge tech growth areas that Apple can expand into.
I am of course wrong frequently, but I cannot see how that would happen.
If they create cpu/gpus that are faster/better than what Nvidia sells,
but they only sell them as part of a Mac desktop or laptop systems
it wont really compete.
For that they would have to develop servers that has a mass amount of
whatever it is or sell the chips in the same manner Nvidia does today.
I dont see that future for Apple.
Microsoft / Google / or other major cloud companies would do extremely well
if they could develop it and just keep it as a major win for their cloud
products.
Azure is running OpenAI as far as I have heard.
Imagine if M$ made a crazy fast GPU/whatever.
It would be a huge competitive advantage.
Well, good luck to Apple then. Hopefully this attempt at killing Nvidia goes better than the first time they tried, or when they tried and gave-up on making OpenCL.
I just don't understand how they can compete on their own merits without purpose-built silicon; the M2 Ultra doesn't shine a candle to a single GB200. Once you consider how Nvidia's offerings are networked with Mellanox and CUDA universal memory, it feels like the only advantage Apple has in the space is setting their own prices. If they want to be competitive, I don't think they're going to be training Apple models on Apple Silicon.
MR4D|1 year ago
You seem to be positioning this as a Ford vs Chevy duel, when (to me at least) the comparison should be to Ford vs Exxon.
Nvidia is an infrastructure company. And a darned good one. Apple is a user facing company and has outsourced infrastructure for decades (AWS & Azure being two of the well known ones).
dereg|1 year ago
whimsicalism|1 year ago
Ancapistani|1 year ago
I think Apple is going to make rapid and substantial advancements in on-device AI-specific hardware. I also think nVIDIA is going to continue to dominate the cloud infrastructure space for training foundational models for the foreseeable future, and serving user-facing LLM workloads for a long time as well.
dereg|1 year ago
01100011|1 year ago
gizmo|1 year ago
ThinkBeat|1 year ago
For that they would have to develop servers that has a mass amount of whatever it is or sell the chips in the same manner Nvidia does today.
I dont see that future for Apple.
Microsoft / Google / or other major cloud companies would do extremely well if they could develop it and just keep it as a major win for their cloud products.
Azure is running OpenAI as far as I have heard.
Imagine if M$ made a crazy fast GPU/whatever. It would be a huge competitive advantage.
Can it happen? I dont think so.
talldayo|1 year ago
I just don't understand how they can compete on their own merits without purpose-built silicon; the M2 Ultra doesn't shine a candle to a single GB200. Once you consider how Nvidia's offerings are networked with Mellanox and CUDA universal memory, it feels like the only advantage Apple has in the space is setting their own prices. If they want to be competitive, I don't think they're going to be training Apple models on Apple Silicon.
0xWTF|1 year ago
NASDAQ average P:E - 31
NVidia's P:E - 71
That's a market of 1 vendor. That's ripe for attack.