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Apple reports fourth quarter results

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176 points mfiguiere | 1 comments | 30 Oct 25 20:34 UTC | HN request time: 0s | source
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andy_ppp ◴[30 Oct 25 21:38 UTC] No.45765690[source]▶
Apple could substantially eat into Nvidia’s AI lunch if they really tried, honestly Macs are fast enough… my guess is by the time M6 is coming out they will have external GPUs available for both the data centre and home use. If I was them I’d already be taking orders, power requirements alone even if they aren’t as fast 2 nodes ahead would make their offering sensational.
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fnordpiglet ◴[30 Oct 25 21:58 UTC] No.45765885[source]▶
I don’t think so. The GPU die itself isn’t the key it’s the interconnects and data center scale infra coupled with their closed software. If it were just GPUs AMD is better positioned than Apple.
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JKCalhoun ◴[31 Oct 25 20:51 UTC] No.45776562[source]▶
"If it were just GPUs AMD is better positioned than Apple."

Is that true? Does cash mean nothing?

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1. fnordpiglet ◴[01 Nov 25 00:30 UTC] No.45778198[source]▶
I assure you if AMD could sell a story to take even a fraction of Nvidia’s market share they could raise as much capital as they want.