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apiyesterday at 1:41 PM3 repliesview on HN

Apple has a huge opportunity here to lead the market for machines to run local models if they step into it. Their stuff is already better than what nVidia is offering with stuff like the DGX Spark.

It's a niche market but it's a market that overlaps heavily with professionals in the AI space and lead developers, so it's a market that gets them customers in those roles.

If I were running Apple I'd call the RAM price bubble for what it is and temporarily eat some margin to offer machines with more RAM than competitors, especially these models that are great for edge AI, and capture market share.


Replies

mwcampbelltoday at 3:33 AM

> Their stuff is already better than what nVidia is offering with stuff like the DGX Spark.

How so? In tokens per second when running major open-weights models, or something else?

Danoxtoday at 12:50 AM

Apple isn’t the company that eats margins but they are company that would design around the problem and I think that’s what they will do after all, they have the design and engineering and plenty of money because they didn’t burn it on AI models or data centers.

bigyabaiyesterday at 4:50 PM

Apple doesn't design GPUs on-par with Nvidia's efficiency yet. They need an architectural overhaul to be a serious competitor, which is what I'm expecting is queued up for M7.

Nvidia has CUDA, AMD has CDNA, and Apple has... compute shaders, I guess?

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