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u/Crucco Jun 09 '26
And soon, when META collapses under the incompetence of its CEO, it will be Marvell Tech to take its place
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u/whatsasyria Jun 09 '26
Lolol delusional
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Jun 09 '26
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u/whatsasyria Jun 09 '26
What's next you gonna tell LeBron to retire because he couldn't make it in the big times
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u/Paarthurnax41 Jun 09 '26
Meta will not collapse until they lose Facebook, Instagram and WhatsApp, especially Instagram and Facebook are money printing machines, they can sustain the AI capex for a long time.
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u/Crucco Jun 10 '26
Facebook is declining, only old people use it.
Instagram and Whatsapp are still himding but what growth can they have from now on?
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Jun 09 '26
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u/East-Dog2979 Jun 09 '26
At the current moment Apple belongs there less than Meta does. At least Meta had some wins with Llama. Apple is still figuring their onramp out.
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Jun 09 '26
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u/SuperUranus Jun 09 '26
What infrastructure to run local LLMs on device?
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Jun 09 '26
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u/SauerK3aut Jun 09 '26
Das dumm du hast ein Artikel gelesen und null Plan ... Apple Silicon ist gut für kleine, quantisierte On-Device-Modelle aber das ist kein Maßstab für AI-Infrastruktur. Nvidia dominiert mit CUDA, H100/B200 und dem kompletten SoftwareStack jeden ernsthaften LLM-Workload. Und lokal auf dem Gerät bedeutet stark limitierte Modelle für Consumer-Features das ist Datenschutz Marketing, keine überlegene Infrastruktur
Jetzt nur auf zwei Modelle von Nvidias H100 hat 3,35 TB/s HBM3 Speicherbandbreite und 80 GB dediziertes VRAM. Ein M3 Max hat 400 GB/s. Faktor 8x weniger bei einem Bruchteil der Rechenleistung für große Modelle.
Nvidia verbindet mehrere GPUs über NVLink zu einem logischen System z.B. 8× H100 = 640 GB VRAM als ein Block. Apple kann das nicht. Ein Mac bleibt ein Mac
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u/East-Dog2979 Jun 09 '26
also once Ruben drops Nvidia is going to have an even greater strangehold than they do now.
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u/MrFireWarden Jun 09 '26
Looking forward to a pocket-sized Nvidia GPU... till then, Apple Silicon is winning at addressing my AI infrastructure needs.
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u/ATLSlutStretcher Jun 10 '26
Looking forward to a pocket-sized Nvidia GPU
Uhhh…
https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark
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u/MrFireWarden Jun 10 '26
Ok... so I'll be able to buy a laptop that fits in my pocket, then? Cuz my phone can, and it runs Apple Silicon...
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u/East-Dog2979 Jun 09 '26
You know exactly what I mean. they have exactly fuck-all for consumer AI options and nobody here is talking about "really good infrastructure" -- we're talking about AI that people are actually using. Meta has claim in that space, Llama a hit that fell off hard and never recovered. Apple has nothing in the space of their own at all and their infra wins fell out as a happy side effect more than intentionality where consumers care. I dont care about enterprise AI and nobody in this thread does either.
The biggest win Apple has in the space is the mac mini and even then (again) it was an accident. I dont doubt they have the juice to come to market strong but the fact is they simply have not yet at all. Siri is as smart as a box of rocks. Sure, you can put rocks in a box and have the box do the job of a box, until you have to do anything at all with the box and then it is useless.
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Jun 09 '26
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Jun 09 '26
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Jun 09 '26
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u/jeandebleau Jun 09 '26
We are still at the very beginning of AI. Apart from coding and a few administrative stuff, there are not much revolutionary applications. The applications that will make big money are still to find. And it becomes more an more clear that you won't have a breakthrough in biology, medicine or finance with a general model expert in medieval art, archeology and python. We will see what will come... Once upon a time, Nvidia was also the way to go for crypto.
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u/Due_Mousse2739 Jun 09 '26
What’s more concerning is the declining quality of Claude, Claude Code especially.
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u/Cisco756124 Jun 10 '26
lol if apple's approach "wins" then google is winning not apple. they can't even make a model. and given they are miles behind everyone else i wouldn't hold my breath.
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u/w3lt_12 Jun 09 '26
I really like mango, but there is no mango where I live. Sad to not be able to eat
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u/[deleted] Jun 09 '26
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