With AI Apple is doing their classic strategy I guess: wait and then follow with something that learns all the lessons the pioneers learned.

They're letting everyone else pay for model training, with the obvious end of the road being open weights.

They're letting everyone else overspend on first-generation AI data centers before the chip industry has truly optimized for today's AI designs (which will reduce data center footprint).

They're letting everyone else play with and pioneer UI ideas.

Meanwhile all they've done is put a few toes in the water: "Apple Intelligence" which is barely anything, and adding AI acceleration to their GPUs and doing a bit of up-market marketing to AI.

So yeah they'll probably follow with a second generation Apple Intelligence that incorporates everything everyone else pioneered that worked, and an M7 or M8 line of chips with a GPU augmented with whatever approaches the other chip companies found worked best for running models... and built around the state of the art model architecture the industry finally converges on. By then RAM will probably be cheap again, so you'll get a 14" MacBook Pro with an M8 with a tensor-GPU and 512GiB of RAM.