Why can’t Apple launch a $50k product for $1k? Everyone would buy it!

The Nvidia GB300 DGX Station, which isn't even going to hit 1TB total memory, is expected to launch at almost $100k. Bit of a pipe dream with memory prices where they're at.

They want you to buy four 256GB Studios and link them with ThunderBolt.

The people who train the frontier models want to recover their costs, so they're not going to let you do that.

I’m bullish on Apple because of that. Tech waves always oscillate between mainframe/thin-client models at first, then commodity hardware catches up. Apple is well positioned to deliver that with the M series, all it takes is for the current AI bubble to pop a bit and memory costs go down.

> Apple would basically be able to extinguish the entirety of the market cap for Nvidia

I don't think you understand why people buy Nvidia hardware if you're beating the "just add more dual channel DDR, bro" drum. Apple wouldn't even be able to extinguish AMD with a product like that, it's all slow memory being fed into a raster-first GPU architecture.