Comment by shrimpx

Apple has been looking sleepy on LLMs, but they've been consistently evolving their hardware+software AI stack, without much glitzy advertising. I think they could blow away Microsoft/OpenAI and Google, if suddenly a new iOS release makes the OpenAI/Bard chatbox look laughably antiquated. They're also a threat to Nvidia, if a significant swath of AI usage switches over to Apple hardware. Arm and TSMC would stand to win.