This makes a lot of sense and glad to see it (don't have to rely on ROCm adoption for Apple). Apple is smart to use under-valued hardware. Nvidia with its hold on CUDA have inflated hardware pricing/performance. Nvidia still leads in the largest scale SKUs but Apple's usage on pro/consumer devices is certainly below those needs.

This pattern follows how Apple would switch from PowerPC to Intel, SCSI to IDE, or between Nvidia/AMD for GPUs. It diversifies their supply chain and forces suppliers to compete on performance/price.