They would not, they would make less on Studio Displays and Mac Studios and Mac Minis, the decision not to do is product segmentation because they hate us customers and want to maximise revenue :-/
It may be a break-glass-in-case-of-slumping-sales-numbers option, the same way VW brought out a 4Motion Golf wagon (with a manual[!] with an LSD[!]) in NA after Dieselgate.
This is a crazy big number. I think the problem for them now is how people are going to be able to afford to keep buying their products in the age of AI? They'll have to massively increase their prices and become more an more a luxury product and manufacture fewer units.
Still an open question whether not investing in AI infrastructure was the right move. They did better than Alphabet, Amazon and Intel, but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.
I equate it to partnering with AT&T on the first iPhone. Very inconsistent with Apple’s preference of owning the entire stack, but if your bet is this a short term stop gap until the market is more “unlocked” - less of an issue, and better to get the direct market learnings along the way.
> I equate it to partnering with AT&T on the first iPhone.
In terms of strategy, they picked the underdog carrier (Cingular) specifically to avoid having to bundle bloatware and carrier customization at the cost of exclusivity. Likewise, when Apple brought the iPhone to Japan, they did the same thing with the underdog carrier here, SoftBank.
The strategic importance of this was as a bargaining chip with other carriers and fundamentally gave them a lot of control they would not have had if they had gone with Verizon or similar.
They're not building on someone else's platform as much as leasing completely commoditized compute from whomever gave them the best deal. I wouldn't be surprised if this compute will actually be happening on xAI hardware [1].
Apple's AI infrastructure is a hub device like AppleTV, Mac Mini, iMac, or MacBook connected to iPhone and Watch. They will be the first to benefit from cheaper to run, eventually embed in chip models, and are positioned to be a key player in offloading demand from data centers.
They’re the bridge to the frontier models until iPhone 21 ships with then modern frontier model baked into Apple Silicon.
One thing I can tell about Apple is they could make at least a few grand extra in any quarter if they were to bring back the 27' iMac
They would not, they would make less on Studio Displays and Mac Studios and Mac Minis, the decision not to do is product segmentation because they hate us customers and want to maximise revenue :-/
It may be a break-glass-in-case-of-slumping-sales-numbers option, the same way VW brought out a 4Motion Golf wagon (with a manual[!] with an LSD[!]) in NA after Dieselgate.
I see no point in buying a Mac Studio. I would buy a 27" iMac. I would definitely buy a 35" iMac.
I might as well just get some Asus and whatever fancy monitor I can afford (that's not a Mac Studio) if it just has to be a tangle of hardware.
This is a crazy big number. I think the problem for them now is how people are going to be able to afford to keep buying their products in the age of AI? They'll have to massively increase their prices and become more an more a luxury product and manufacture fewer units.
Naturally, AAPL stock has slumped nearly 5% on this news after hours.
Still an open question whether not investing in AI infrastructure was the right move. They did better than Alphabet, Amazon and Intel, but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.
I equate it to partnering with AT&T on the first iPhone. Very inconsistent with Apple’s preference of owning the entire stack, but if your bet is this a short term stop gap until the market is more “unlocked” - less of an issue, and better to get the direct market learnings along the way.
> I equate it to partnering with AT&T on the first iPhone.
In terms of strategy, they picked the underdog carrier (Cingular) specifically to avoid having to bundle bloatware and carrier customization at the cost of exclusivity. Likewise, when Apple brought the iPhone to Japan, they did the same thing with the underdog carrier here, SoftBank.
The strategic importance of this was as a bargaining chip with other carriers and fundamentally gave them a lot of control they would not have had if they had gone with Verizon or similar.
They're not building on someone else's platform as much as leasing completely commoditized compute from whomever gave them the best deal. I wouldn't be surprised if this compute will actually be happening on xAI hardware [1].
[1] https://finance.yahoo.com/sectors/technology/articles/google...
Apple's AI infrastructure is a hub device like AppleTV, Mac Mini, iMac, or MacBook connected to iPhone and Watch. They will be the first to benefit from cheaper to run, eventually embed in chip models, and are positioned to be a key player in offloading demand from data centers.
They’re the bridge to the frontier models until iPhone 21 ships with then modern frontier model baked into Apple Silicon.
> until iPhone 21 ships with then modern frontier model baked into Apple Silicon.
Citation: It Came To Me In A Dream
But they could rent from any of the 200+ neo clouds right?
Apple can pivot Siri pretty easily.