blastdoor

The silicon shield won’t work. Trump won’t be able to defend Taiwan even if he wanted to because he has filled the national security leadership with fools and broken the civil service. 

The thing about DeepSeek that might seem appealing to Apple is that DeepSeek's performance is due, in part, to NOT using CUDA. 

CUDA is supposed to be the 'moat' that keeps Nvidia on top of a big pile of profit. One thing Apple has in common with DeepSeek is a desire to bridge that moat. 

DeepSeek bridged the moat using Nvidia's own hardware, just bypassing CUDA (kind of embarrassing for Nvidia). As a company that controls a full stack from CPU and GPU silicon to developer tools to OS and frameworks, Apple is even better positioned to bridge the moat. That's something that Cook might genuinely describe as 'excellent'. 

I really hope that Apple primarily uses their own silicon for both training and inference because I think that could be a nice competitive advantage for them in the long run. 

But I could see using Nvidia in a limited capacity in the short run as Apple works to catch up. 

avon b7 said:

No doubt CUDA is vital here as I haven't heard anything about a complete Apple AI training stack for use with the heavy lifting.

Nvidia has CUDA. Huawei has CANN. 

Has Apple released an equivalent solution? 

Apple has Metal Performance Shaders and MLX. 

I'm not qualified to say whether they are 'equivalent' to CUDA. But I believe they are focused on doing the same general job. 

DAalseth said:

They’re going to be surprised when a lot of sites, likely including AI, just turn comments off due to liability concerns. Most of the web will just go silent. 

Sounds like a step in the right direction to me.

Yes, I participate in some forums, but I think the benefits of shutting the anti-social internet down outweigh the costs. I actually wonder if Rs in Congress feel the same way — they might prefer a world in which they don’t have to deal with the online mob and can instead focus on their donors