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synergy20yesterday at 4:45 PM1 replyview on HN

that undercuts their core business, so it will be a defensive play at most to fend off mac and amd's local inference offerings


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bigyabaiyesterday at 5:07 PM

I don't know how people can say this with a straight face. Nvidia was selling desktop-grade ARM SOCs before Apple Silicon was ever announced, specifically for edge robotics, computer vision and ML.

The absolute fastest desktop Mac GPUs cannot beat an Nvidia laptop GPU in prefill or inference speeds. Apple Silicon is a non-entity for professional datacenter deployment and arguably unusable for frontier models at agentic context sizes. AMD is Nvidia's primary worry, and they're not doing much better in terms of GPGPU SOC compute.

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