True, they could do any number of things. But a datacenter play would appear quite random to investors and their core audience. Broadcom + Nvidia however...
Apple seems to be content to sell shovels in the AI gold rush.
Admittedly… what’s on my desk? A MacBook M4 Air, a Mac Studio, and there’s an x86 iMac in the corner.
What goes in the travel bag? A MacBook Pro or the Air.
Every time I look at buying something else the math doesn’t add up.
The 5090 sits in a commodity PC chassis. It’s not like I need a model running on my own computer.
Apple seems to be content to sell shovels in the AI gold rush.
Admittedly… what’s on my desk? A MacBook M4 Air, a Mac Studio, and there’s an x86 iMac in the corner.
What goes in the travel bag? A MacBook Pro or the Air.
Every time I look at buying something else the math doesn’t add up.
The 5090 sits in a commodity PC chassis. It’s not like I need a model running on my own computer.