| ▲ | vlovich123 7 hours ago |
| 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. |
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| ▲ | readitalready 7 hours ago | parent | next [-] |
| I'm purely talking in terms of revenue. There's a huge demand for AI systems from personal workstations to datacenter servers, and Apple was one of the few companies in the world in a position to build complete systems for it. 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! |
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| ▲ | vlovich123 5 hours ago | parent | next [-] | | It is more important. Both for the customer base that actually buys Apple machines as well as the cache and mindshare of being used by the people that create American culture. 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. | |
| ▲ | aurareturn 6 hours ago | parent | prev [-] | | Some people at Apple see it. That’s why they added matmul to M5 GPU and keep mentioning LMStudio in their marketing. | | |
| ▲ | rudedogg 4 hours ago | parent [-] | | Their rule of only releasing major software updates once a year in June is holding them back IMO. Their local LLM apis were dated before macOS/iOS 26 was even released. Just because something worked 20 years ago doesn’t mean it works today, but I’m sure it’s hard to argue against a historically successful strategy internally. | | |
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| ▲ | aurareturn 6 hours ago | parent | prev [-] |
| $280b and growing 70% YoY. $1t backlog in orders in next 2 years. |
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| ▲ | HerbManic 4 hours ago | parent [-] | | Those back log orders are wild! One does wonder that if the bubble collapses or more global upsets happen in that time, how many of those will ever be fulfilled? Reality might be not so impressive, but considering if it fell even 80%, that is still $200 B in revenue and that is huge. Remember when a $1 billion valuation used to be a big thing? That is nothing compared with nowadays. | | |
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