At any point in the last six years, Apple could have signed Nvidia's aarch64 BSD drivers and watched their revenue climb. It's a minuscule commitment that is fully supported by the higher-end Mac Pros, only disabled by software. That would have sent sales skyrocketing as far as the supply could handle it.

But Apple is about B2C, and customers buy services. All of us know, deep down, that Apple Intelligence will be a subscription service offered as part of Apple One. The Mac won't become the magical backbone for your personal inference network, it's a product used to consume Apple Services first and everything else comes second.