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Joel_Mckay an hour ago

> It's been 7 years of Apple Silicon and the macOS market share really hasn't shifted much

Indeed, but a local LLM finishing in 3 days instead of 1 on a $40k GPU changes the economic decision priority for some.

Apple sales grew "21.3% year-over-year as of the second quarter of 2025", but also sales flattened as supply chain pricing shocks from "AI"/tariffs hit late last year.

"Judging by Nvidia's current valuation" is a bad bet with current circular investment conditions.

We shall see, but as EOL drivers and OS rot hits legacy NVIDIA hardware... people are going to have to find some compromise in the next 2 years. Even AMD 9850X3D currently cost less than 64G of low end PC ddr5 memory.

Odd times for sure =3