Apple's accidental moat: How the "AI Loser" may end up winning

https://adlrocha.substack.com/p/adlrocha-how-the-ai-loser-may-end

@adlrocha - How the "AI Loser" may end up winning

Apple’s accidental moat

@adlrocha Beyond The Code

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.

Having your cake and eating it too. Consumer goodwill and printing money.