new | show | ask | jobs Github

nsbk 3 hours ago

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.

▲

bitpush 3 hours ago | parent [-]

If the bubble bursts why would Apple buy any AI companies?

▲

marsten 2 hours ago | parent | next [-]

More likely they would buy the assets of AI companies for pennies on the dollar. There could be a lot of H100s floating around at fire sale prices. Or they would acquire these companies for talent.

Google did this for several years in the early 2000s – snapping up talent and data center capacity from the casualties of the dotcom bust.

▲

bitpush 2 hours ago | parent [-]

What will they do with all that H100s? They dont O&O any data centers. AFAIK, Apple uses GCP for iCloud.

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.

▲

greedo 2 hours ago | parent [-]

Apple does own datacenters. They have eight, not to many colocation facilities.

	▲	bitpush 2 hours ago \| parent [-]
		Do you know what they house in those? Eight seem too few for someone like Apple, who serves billions of users.

▲

williadc 3 hours ago | parent | prev | next [-]

For the same reason that Yahoo should have bought Google after the dot-com bust. AI is useful and will eventually change the world. Many companies won't be able to provide sufficient returns, but will still have useful assets that Apple could buy at a discount.

▲

3 hours ago | parent | prev [-]

[deleted]