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I am of course wrong frequently, but I cannot see how that would happen. If they create cpu/gpus that are faster/better than what Nvidia sells, but they only sell them as part of a Mac desktop or laptop systems it wont really compete.

For that they would have to develop servers that has a mass amount of whatever it is or sell the chips in the same manner Nvidia does today.

I dont see that future for Apple.

Microsoft / Google / or other major cloud companies would do extremely well if they could develop it and just keep it as a major win for their cloud products.

Azure is running OpenAI as far as I have heard.

Imagine if M$ made a crazy fast GPU/whatever. It would be a huge competitive advantage.

Can it happen? I dont think so.



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