If Nvidia stumbles, pay attention to Apple


Apple has more than a billion devices in service. Could all those equipped Apple devices quietly become the largest distributed compute network on earth? — Photo by Laurenz Heymann on Unsplash

Today, ChatGPT and Claude feel like permanent front doors to AI. The assumption, or the narrative, until recently has been that intelligence will live in the cloud, and the winning bet is data centres, power, and Nvidia chips.

I think that belief is about to meet a new reality.

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