Apple's accidental moat: How the "AI Loser" may end up winning
https://adlrocha.substack.com/p/adlrocha-how-the-ai-loser-may-end
Apple's accidental moat: How the "AI Loser" may end up winning
https://adlrocha.substack.com/p/adlrocha-how-the-ai-loser-may-end
Nvidia restricts gamer cards in data centers through licensing, eventually they will probably release a cheaper consumer AI card to corner the local AI market that can't be used in data centers if they feel too much of a threat from Apple.
Imagine a future where Nvidia sells the exact same product at completely different prices, cheap for those using local models, and expensive for those deploying proprietary models in data centers.