Apple could win the AI race without running
TL;DR
Apple isn't burning mountains of cash to buy GPUs for the sake of training AI models and processing prompts. Nor is it investing huge sums in frontier labs like OpenAI or Anthropic, as are rivals like Amazon and Microsoft. Why it matters: Apple may reap the rewards of everyone else's spend. Success from the sidelines.
Nauti's Take
Apple's strategy is elegant: let others burn billions and harvest the benefits as the hardware and platform layer once AI matures. The risk is waiting too long and missing the window where on-device AI becomes a real hardware differentiator.
Apple device users stand to benefit from increasingly capable AI features — without paying subscription costs for external models.
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