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| ▲ | shadowpho 6 hours ago | parent | next [-] |
| Why can’t Apple launch a $50k product for $1k? Everyone would buy it! |
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| ▲ | tempoponet 41 minutes ago | parent [-] | | To go further down this pipe dream - Anthropic / OpenAI would buy them all and still price out the consumer. There's no end-run in this scenario. |
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| ▲ | connicpu 6 hours ago | parent | prev | next [-] |
| The Nvidia GB300 DGX Station, which isn't even going to hit 1TB total memory, is expected to launch at almost $100k. Bit of a pipe dream with memory prices where they're at. |
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| ▲ | FuriouslyAdrift an hour ago | parent [-] | | There are multiple server systems available right around the $100k range that have 512B of GPU RAM right now (4x AMD Instinct MI300A) GIGABYTE G383-R80-AAP1 for example |
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| ▲ | jayd16 6 hours ago | parent | prev | next [-] |
| They want you to buy four 256GB Studios and link them with ThunderBolt. |
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| ▲ | Danox 5 hours ago | parent [-] | | Yes, particularly if that memory is designed and engineered by Apple in house like Apple Silicon in house and manufactured by TSMC on shore somewhere in the United States. |
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| ▲ | manoDev 7 hours ago | parent | prev | next [-] |
| I’m bullish on Apple because of that. Tech waves always oscillate between mainframe/thin-client models at first, then commodity hardware catches up. Apple is well positioned to deliver that with the M series, all it takes is for the current AI bubble to pop a bit and memory costs go down. |
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| ▲ | dboreham 7 hours ago | parent | prev | next [-] |
| The people who train the frontier models want to recover their costs, so they're not going to let you do that. |
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| ▲ | bigyabai 4 hours ago | parent | prev [-] |
| > Apple would basically be able to extinguish the entirety of the market cap for Nvidia I don't think you understand why people buy Nvidia hardware if you're beating the "just add more dual channel DDR, bro" drum. Apple wouldn't even be able to extinguish AMD with a product like that, it's all slow memory being fed into a raster-first GPU architecture. |