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623 points magicalhippo | 2 comments | | HN request time: 0.411s | source
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Karupan ◴[] No.42619320[source]
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
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bloomingkales ◴[] No.42621569[source]
Jensen did say in recent interview, paraphrasing, “they are trying to kill my company”.

Those Macs with unified memory is a threat he is immediately addressing. Jensen is a wartime ceo from the looks of it, he’s not joking.

No wonder AMD is staying out of the high end space, since NVIDIA is going head on with Apple (and AMD is not in the business of competing with Apple).

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1. nomel ◴[] No.42628592[source]
> since NVIDIA is going head on with Apple

I think this is a race that Apple doesn't know it's part of. Apple has something that happens to work well for AI, as a side effect of having a nice GPU with lots of fast shared memory. It's not marketed for inference.

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2. Tepix ◴[] No.42672974[source]
Apple is both well aware and marketing it, as seen at https://www.apple.com/my/newsroom/2024/10/apples-new-macbook...

Quote:

"It also supports up to 128GB of unified memory, so developers can easily interact with LLMs that have nearly 200 billion parameters."