I don’t have all the details because NDAs but I ask questions and get nods and grins from colleagues and friends at chip companies; Apple (and nVidia and Intels) silver bullet to cloud hosted, software based AI is AI chips.

We’re circling back around to local compute being the default as hardware performance of next gen phones and tablets reaches a “good enough” point for most users.

There will be scientific problems that will require modern server clusters but most consumer facing AI needs will be done on hardware within a decade.

I’m not saying AGI in a decade, I’m saying cutting edge logic embedded in software now will be the basis for logic in chips in the years to come.