Posted by speckx 1 day ago
Any other time and place? The power to run it, plus the power to cool it.
What kind of experiments are you doing? Did you try out exo with a dgx doing prefill and the mac doing decode?
I'm also totally interested in hearing what you have learned working with all this gear. Did you buy all this stuff out of pocket to work with?
That you are writing AI agents for a living is fascinating to hear. We aren't even really looking at how to use agents internally yet. I think local agents are incredibly off the radar at my org despite some really good additions as supplement resources for internal apps.
What's deployment look like for your agents? You're clearly exploring a lot of different approaches . . .
Just look at what people are actually using. Don't rely on a few people who tested a few short prompts with short completions.
Apple can and should do it again!
I know about the existence of the initiative but I don't know how it is progressing / what is actually going on on that front.
There's ~a dozen in the works or under construction
TMSC plans to have 2-3nm fabs operational in the next 2-3 years
So we're 2-3 years behind the standard (currently 2nm), and further behind on the bleeding edge sub-2nm fabs
Are the majority of the staff still shipped in from Asia?
Then the essential skilled personnel can’t come train people because the visa process was created by and is operated by the equivalent of four year olds with learning disabilities. Sometimes companies say fuck it we’re doing it anyway and then ice raids their facility and shuts it down.
I’d post the news articles about th above, but your googling thumbs work as well as mine.
It means that Apple doesn't have to be sole investor in latest node development which is more harder to justify, especially in the year where smartphone upgrade cycle is slowdown. Having NVIDIA (and AI boom) in the picture should help Apple reduce CAPEX for their semi-conductor investment.
NVidia gets the capacity because they're willing to pay more. If Apple wants to, they can pay more to get it back.
https://newsroom.intel.com/client-computing/ces-2026-intel-c...
So it's not available yet then?
Or they could buy out Intel and sell off their cpu design division
I wonder what will happen in future when we get closer to the physical "wall". Will it allow other fabs to catch up or the opposite will happen, and even small improvements will be values by customers?
At this point it would be corporate suicide if they were not outlining a strategy to own their own fab(s).
Apple has less cash available than TSMC plans to burn this year. TSMC is not spending 50 billion dollars just because it's fun to do so. This is how much it takes just to keep the wheels on the already existing bus. Starting from zero is a non-starter. It just cannot happen anymore. So, no one in their right mind would sell Apple their leading edge foundry at a discount either.
There was a time when companies like Apple could have done this. That time was 15+ years ago. It's way too late now.
[0]: https://www.wsj.com/business/earnings/tsmc-ends-2025-with-a-...
You're setting yourself up for making a huge part of your future revenue stream being set aside for ongoing chipfab capex and research engineering. And that's a huge gamble, since getting this all setup is not guaranteed to succeed.
As would almost innumerable others.