Because nobody is going to buy iPhones in bulk just for this new AI unlike GPUs for Nvidia, it's a nice to have upgrade, not a game changer for the company.
I don’t think we’ve seen the whole story on how Apple plans to monetize what is effectively a massive, distributed AI platform.
Think of all the AI startups paying OpenAI per token for consumer app capabilities. Or having to rely on suboptimal local foundation models. The value Apple can offer here is considerable.
I’d expect Google is headed towards a similar architecture, and both platforms will include API monetization for third parties.
I wonder if Apple’s deal with OpenAI precludes the latter from attempting to build their own hybrid platform on Apple devices…
Apple isn't interested in anything outside their core interests. Even if they did make very specialized hardware for AI training they would not offer this to the public.
