Comment by gizajob

The crashing and burning of Nvidia stock has been predicted for a while now and keeps not really happening. It’s gone pretty flat and volatile up there around $180 but they keep delivering the results to back it up. I was thinking this week that Apple is really primed to make a killing from people who want to run their LLM on-device coupled with an agent in the next couple of years. We’re a long way off being able to train the models – this is going to need an Nvidia-powered datacentre for the foreseeable future, but the local inference seems absolutely like a market that Apple could capture, gutting all the most premium revenue from Anthropic and OpenAI by selling Macs with a large amount of integrated memory to anyone who wants to give them the money to run their native OpenClaw/agent instead of paying ever-growing monthly bills for tokens.