David Drinkwater on Who's interested in an Apple 3.0 face-to-face in Palo Alto? - 'I have to beg out. I am celebtrating my mom’s 80th Birthday in England in late July, and I am pretty well booked for a long (loooong) vacation that will include visiting the British Family (dad is directly English, as are uncle, aunt, cousins and their kin). Enjoy the event, all. I hope to make one sooner or later! It’s a really good proposal, Joe!'
on Is this new Nvidia chip the reason Apple shares fell Monday morning? - 'Thank you all for the thoughtful comments in this topic! It’s an honor to a member of this community with you!'
on Is this new Nvidia chip the reason Apple shares fell Monday morning? - 'Jensen Huang is doing all he can to build solid business relationships with TSMC and the Taiwanese semi ecosystem. It doesn’t hurt that he’s throwing some big money around too. digitimes [dot] com/news/a20260528PD242/chairman-ceo-nvidia-jensen-huang-taiwan.html'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'This Yahoo Finance from The Telegraph article is more focused on impact on Apple’s market, but note the quote at the end: Richard Windsor, an independent technology analyst, said Nvidia’s new technology appeared to be “aimed at the developer and gaming segments of the PC market, rather than taking the whole market head-on”. “This product is going to be expensive, meaning that in the consumer market, where battery life and price are important, this product is unlikely to be competitive.” https://finance.yahoo.com/news/nvidia-challenges-apple-intel-ai-125147805.html'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'When you own the stack you get better results.'
on Is this new Nvidia chip the reason Apple shares fell Monday morning? - 'anyone else KNOW where…. (I’m not seeing all that well right now, in between cataract surgeries. Computer screen is particularly challenging….)'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'I agree with you Steve it is too early and was very skeptical reading the article when it mentioned the old test as a reason Apple was ahead. I don’t trust anyone (even Nvidia) who claims high performance without backing it up with some kind of proof. I wouldn’t go as far as the writer of the article did saying Apple was so far ahead. But I think Apple has the advantage since they are shipping products and likely know how to put their product together better than the multiple vendors involved in this. And of course we all know there is a lot of boasting that goes on with new products before release. I for one am not holding my breath for Nvidia’s chips in other manufacturers computers until I see the real product and feel the need to check it out.'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'And M5-Ultra, which is rumored to have more cache memory than predecessors.'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'It’s really too early to make any kind of valid assessment until an actual product is released. (Just like with Apple.) This year ago “test” info is pointless. (And, in a way, click bait.)'
on AppleInsider is unimpressed with Nvidia's RTX Spark - 'As I offered in an earlier post, “What happens when Apple introduces an M6, M7 or M8 processor?”'
on This week's Apple trading strategies (5/11-5/15/26) - 'Robert, MU market cap ($1.168T) is up $326B (38%) in the 3 weeks since this post when it was $842B. And many think it’s still cheap if future earnings come in anywhere close to predicted. Crazy!'
on Is this new Nvidia chip the reason Apple shares fell Monday morning? - 'In the long run, won’t most of the AI inference and usage be at the edge? If so, Nvidia, has massive margins and revenues to lose in the datacenter business. Hats off to them for working to cannibalize their own market, but today’s announcement seems like more of a reason to sell Nvidia than to buy. Over the arc of the next 5-10 years, Apple still ends up being the disruptor in the AI space as the genuine cost of inference and learning will eventually get passed on to users. For those with more powerful Macs or (maybe) Nvidia PCs, the cost is negligible. For those relying on the AI data center providers, the cost of building and running their $1T+ investment becomes an achilles heel. And, the data centers are not like fiber optics of the .com buildout era. The chips will keep getting faster, better, and more power efficient driving a competitive need to keep updating the data centers. It seems like we have read this story before and the devices closest to the users ultimately win.'
on Is this new Nvidia chip the reason Apple shares fell Monday morning? - '…described as “the most efficient PC chip ever built.” Except Apple has unified memory and a decade’s more experience designing CPU’s (caveat – I really don’t know what I’m talking about in this space). I expect M series are by far the most energy efficient silicon on the market. Also Apple has the privacy card. I think Nvidia is a little ‘scared’ that Apple will gain a foothold in the enterprise space. Scared, because outside of data centres there’s not much to prop NVDA up.'
