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Utter planning failure. At the same time they have a quarter trillion in cash sitting.

Why would they give away a trillion dollars when their goal is to make a trillion more?

I did not suggest to burn it. They could have bought years ago a ram fab and ensure their supply will not dry up.

Now their sales will go down as a result of the failed planning. But more importantly lost once in a lifetime opportunity to corner the entire personal computer market

They could have, yes. But that's not really in their DNA and mostly an observation with the benefit of hindsight. Apple aren't a hardware manufacturer. Designer, yes. But the making has always been outsourced AFAIK.

Apple is not new in the game of booking the entire capacity of a fab.

They should have predicted AI?

lol.

They very well could have. Apple was the only company poised to take on CUDA with OpenCL, and they got pantsed so hard by the HPC industry that the Mac Pro got discontinued entirely.

Apple could have added a couple trillions to their valuation if they weren't addicted to service revenue. But today's Apple is too fat to see their shoes, let alone where the puck is headed.

The Mac Pro was a stopgap and they weren't going to work with Nvidia, Intel and AMD anymore good riddance in the long run.

Should they lose capacity to OpenAI?

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