I think so, too, and I think it'll end up being a race between Apple & NVIDIA (or NVIDIA partners) to see who realizes this first. It would probably be easier for Apple to do it because it wouldn't require a form factor adjustment [over the Mac Studio they already have]. That said, NVIDIA already offers chipsets for both the lower end (DGX Spark with Vera + GB10, at roughly the $4500 price point) and higher end (DGX Station with Vera + GB300, for $85-100k). The DGX Station is equivalent to ~5-6 RTX6000 GPUs attached to a mid-range CPU server, but far more than most individual developers would want or need. I've heard through the grapevine that NVIDIA's received consistent feedback that they need something like a "GB20" that slots above the Spark/GB10 and can simultaneously run larger models for inference while hosting a dev environment on the same box. You can daisy-chain Sparks just like you can daisy-chain Mac Minis, but you're still constrained on model performance based on what a single device can accommodate.

Form factor is the easy part - both Nvidia and Apple are experienced SOC designers.

The hard part is the GPU architecture. Apple Silicon was designed with a laser focus on raster efficiency (similar to AMD's GPUs) which makes a lot of sense for highly mobile hardware, but is a crippling mistake for high-performance compute. Apple's largest Ultra chips are hamstrung with SOC-tier GPU performance, their highest-end desktops are outperformed by Nvidia's laptop offerings. Apple has to find a way to scale upwards without imposing too much architectural strain on their cheaper hardware like the iPhone and Macbook. Nvidia has already solved this issue; full CUDA compute stacks are usable on extremely cheap GPUs like the Nintendo Switch's Tegra SOC, or the Mac Mini-sized Jetson boards.

In terms of "who needs to redesign more to address the market", Apple has a lot of technical debt to unearth before they catch up to Nvidia. And if they do catch up, Nvidia will still support Linux and other differentiating features that Apple refuses to implement. It definitely feels like Nvidia is closer to a winner with the Spark than Apple is with the Mini or Studio.