Don’t mistake stock market performance for revenue. NVIDIA makes ~200B annually, same as what Apple makes from iPhones. It’s a big market but GPUs aren’t just AI.
But for some reason Apple thought the sound recording engineer or the video editor market was more important... like, WTF dude? Have some vision at least!
OP said "work stations" which is implying Macbook Pros and Studios.
That’s my point.
One would expect the platform owner (especially one where they own both the hardware AND software) to provide a reasonable / easy path to using LLMs if they are going to provide a framework for doing so. But Apple can’t because of how slow they ship updates
Even if Apple had an amazing GPU for AI it wouldn’t matter hugely - local inference hasn’t taken off yet and cloud inference and training all uses servers where Apple has no market share and wasn’t going to get it since people had already built all the stacks around CUDA before Apple could even have awoken to that.
Sound recording engineers and video editors will not disappear after the AI bubble bursts, and Apple is wise to keep that market. Bursting the AI bubble will not make AI disappear, it will just end the crazy cashflows we are seeing now. And in that regard, with the capabilities of their hardware, Apple is in a pretty good spot I think.
$1t backlog in orders in next 2 years.
Remember when a $1 billion valuation used to be a big thing? That is nothing compared with nowadays.