Apple has a huge opportunity here to lead the market for machines to run local models if they step into it. Their stuff is already better than what nVidia is offering with stuff like the DGX Spark.
It's a niche market but it's a market that overlaps heavily with professionals in the AI space and lead developers, so it's a market that gets them customers in those roles.
If I were running Apple I'd call the RAM price bubble for what it is and temporarily eat some margin to offer machines with more RAM than competitors, especially these models that are great for edge AI, and capture market share.
It's a niche market but it's a market that overlaps heavily with professionals in the AI space and lead developers, so it's a market that gets them customers in those roles.
If I were running Apple I'd call the RAM price bubble for what it is and temporarily eat some margin to offer machines with more RAM than competitors, especially these models that are great for edge AI, and capture market share.