All this while passing on the leap of faith everybody else is taking in the form of crazy AI investments.
If the bubble bursts, Apple with its mountain of cash will be ready to buy the carcasses of whatever is left.
If the bubble bursts, Apple with its mountain of cash will be ready to buy the carcasses of whatever is left.
Google did this for several years in the early 2000s – snapping up talent and data center capacity from the casualties of the dotcom bust.
Also, remember H100 will be ~years old. Sometimes I wonder whether the average HN crowd really thinks through things.
Apple has historically shown an unwillingness to deploy capital to "own" things. They partner with TSMC for manufactoring, they get their panels from Samsung, Google on Gemini ..
Vertically integrated doesnt mean they "make" everything, but instead partners build things to their specification.