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Posted by speckx 1 day ago

Apple is fighting for TSMC capacity as Nvidia takes center stage(www.culpium.com)
746 points | 455 commentspage 4
tomconder 1 day ago|
ugh dark mode
pjmlp 1 day ago||
Well, someone is tasting a bit of their own medicine.
dcchambers 1 day ago||
The real loser in all of this is consumers. Pricing on software and hardware is going to continue to rise and rise.
Ylpertnodi 4 hours ago|
Yes, but renting a cloud pc will be initially very cheap for consumers - that's got to be good for consum...governments.
thenaturalist 1 day ago||
Laughs in Intel.
neuroelectron 1 day ago||
Apple fabs?
macinjosh 14 hours ago||
wild to me these two companies have always been at odds and it is playing out on an even bigger stage now.
KeplerBoy 8 hours ago|
they have not always been at odds. CUDA was even supported on MacOSX back in the day.
sylware 1 day ago||
It seems PC(mostly dx11/12)+console gaming is niche compared to mobile gaming (mostly on android which support linux/wayland/vulkan)
api 1 day ago||
How much new capacity is under construction? Seems like it should be a lot, but other than Arizona and Ohio and a few other places I'm not reading about a ton of cutting-edge node fab construction happening.
engineer_22 1 day ago||
I find that my cell phone which is 4 generations old and my desktop computer which is 2 generations old are totally adequate for everything I need to do, and I do not need faster processing
Lio 1 day ago||
I used to think that.

I really don't care about most new phone features and for my laptop the M1 Max is still a really decent chip.

I do want to run local LLM agents though and I think a Mac Studio with an M5 Ultra (when it comes out) is probably how I'm going to do that. I need more RAM.

I bet I'm not the only one looking at that kind of setup now that was previously happy with what they had..

tim-tday 1 day ago||
Apple has made some good progress on memory sharing over thunderbolt. If they could get that ironed out you maybe could run a good LLM on a cluster of Mac minis. Again you cannot today but people are working on it. One guy might have gotten it to work but it’s not ready for prime time yet.
bigyabai 23 hours ago||
> Apple has made some good progress on memory sharing over thunderbolt

The only reason that Thunderbolt exists is to expose DMA over an artificial PCI channel. I'd hope they've made progress on it, Thunderbolt has only been around for fourteen years after all.

tim-tday 1 day ago|||
But do you use any ai services like chat gpt, Claude, Gemini? If so you’re offloading your compute from a local stack to a high performance nvidia gpu stack operated by one of the big five. It’s not that you aren’t using new hardware, it’s that you shifted the load from local to centralized.

I’m not saying this is bad or anything, it’s just another iteration of the centralized vs decentralized pendulum swing that has been happening in tech since the beginning (mainframes with dumb terminals, desktops, the cloud, mobile) etc.

Apple might experience a slowdown in hardware sales because of it. Nvidia might experience a sales boom because of it. The future could very well bring a swing back. Imagine you could run a stack of Mac minis that replaced your monthly Claude code bill. Might pay for itself in 6mo (this doesn’t exist yet but it theoretically could happen)

kouteiheika 1 day ago||
> Imagine you could run a stack of Mac minis that replaced your monthly Claude code bill. Might pay for itself in 6mo (this doesn’t exist yet but it theoretically could happen)

You don't have to imagine. You can, today, with a few (major) caveats: you'll only match Claude from roughly ~6 months ago (open-weight models roughly lag behind the frontier by ~half a year), and you'd need to buy a couple of RTX 6000 Pros (each one is ~$10k).

Technically you could also do this with Macs (due to their unified RAM), but the speed won't be great so it'd be unusable.

sib 1 day ago|||
Wonderful!

I wish I were in that situation, but I find myself able to use lots more compute than I have. And it seems like many others feel the same.

raw_anon_1111 1 day ago|||
We have data, people are buying phones in aggregate about every 2.5 - 3 years. Especially in the US where almost no one pays for a phone outright
ai-x 1 day ago||
You are anecdote, not data.

Data is saying demand >>>>> supply.

drob518 1 day ago|
Am I the only one who is excited about the AI bubble bursting?
BugsJustFindMe 1 day ago|
"Am I the only one" posts are pure engagement farming.
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