Comment by oojuliuso

I think Cook left easy money on the table by not competing against NVIDIA. They could've tested the waters by loading up Apple Silicon on PCIe riser cards, maturing the toolkit for AI workloads, and selling them at competitive prices. Yes I know they're in the business of making entire widgets, but it would've been easy money. The hardware and software stacks are there. Unlimited upside with nearly zero downside risk.