Comment by alecco
13 hours ago
Even Apple hardware looks inexpensive compared to Nvidia's huge premium. And never mind the order backlog.
x86 and Apple already sell CPUs with integrated memory and high bandwidth interconnects. And I bet eventually Intel's beancounter board will wake up and allow engineering to make one, too.
But competition is good for the market.
Apple went from a high-end PC to a low-end AI provider due to blocking Nvidia on their platform.
Even with those advantages, Apple can't even sell datacenter hardware to themselves: https://9to5mac.com/2026/03/02/some-apple-ai-servers-are-rep...
"And as the initial crop of Apple Intelligence features hasn’t been used as much as Apple expected"
Nah, as so-called "analysts" expected. The no-effort crybabies deriding Apple for being "behind on AI" have turned out to be, shocker of shockers, wrong. Anyone who even put a few minutes of thought into Apple's business realized that it (and its customers) didn't stand to benefit much from "AI."
It's sad that Apple hurried to pander to these clowns, only to be derided further... and to encounter the appropriate apathy from customers, who were and are doing just fine without asinine "AI" gimmicks.
Apple wouldn't have built the server capacity if they thought it wouldn't be used. It's indeed their own analysis.
In any case, that article is also looking forward to next-gen models like the sparse Gemini model Google trained for Siri. Apple Silicon simply isn't powerful enough to compete for that inference.