Nvidia vs Apple: The real AI battle 🤖 #nvidia #apple #shorts

That's what's getting fought over now. That's what's getting fought over now. Where does the AI meet the user? Where Where does the AI meet the user? Where Where does the AI meet the user? Where does the AI touch apps? Where does the does the AI touch apps? Where does the does the AI touch apps? Where does the AI get permission to act? And that AI get permission to act? And that AI get permission to act? And that bottleneck is real, too. And Apple's bottleneck is real, too. And Apple's bottleneck is real, too. And Apple's trying to own that one. trying to own that one. trying to own that one. And that is that is a trillionaire And that is that is a trillionaire And that is that is a trillionaire question, people. It's not who has the question, people. It's not who has the question, people. It's not who has the cleanest demo, it's not who has the best cleanest demo, it's not who has the best cleanest demo, it's not who has the best frontier model, it's who owns the frontier model, it's who owns the frontier model, it's who owns the default meter for everyday intelligence. default meter for everyday intelligence. default meter for everyday intelligence. If the future of AI is mostly bigger If the future of AI is mostly bigger If the future of AI is mostly bigger models and bigger data centers, Jensen models and bigger data centers, Jensen models and bigger data centers, Jensen wins and keeps on winning. wins and keeps on winning. wins and keeps on winning. Nvidia becomes the tax collector on Nvidia becomes the tax collector on Nvidia becomes the tax collector on intelligence. That That is just one intelligence. That That is just one intelligence. That That is just one path, but if a huge amount of useful path, but if a huge amount of useful path, but if a huge amount of useful personal AI happens through the device personal AI happens through the device personal AI happens through the device and operating system, the economics get and operating system, the economics get and operating system, the economics get a lot more complicated for Jensen. The a lot more complicated for Jensen. The a lot more complicated for Jensen. The device becomes the default, the cloud device becomes the default, the cloud device becomes the default, the cloud becomes a specialist, the thing in your becomes a specialist, the thing in your becomes a specialist, the thing in your pocket becomes just part of the larger pocket becomes just part of the larger pocket becomes just part of the larger AI compute experience, and that's a very AI compute experience, and that's a very AI compute experience, and that's a very different world. And if Apple pulls that different world. And if Apple pulls that different world. And if Apple pulls that off, it changes who gets paid at scale. off, it changes who gets paid at scale. off, it changes who gets paid at scale. Sure, Nvidia still wins in frontier Sure, Nvidia still wins in frontier Sure, Nvidia still wins in frontier training and enterprise inference and training and enterprise inference and training and enterprise inference and robotics and scientific computing and robotics and scientific computing and robotics and scientific computing and data centers, and that build out is is data centers, and that build out is is data centers, and that build out is is real, but Apple can shift a meaningful real, but Apple can shift a meaningful real, but Apple can shift a meaningful part of the consumer AI value chain part of the consumer AI value chain part of the consumer AI value chain toward hardware it sells, toward toward hardware it sells, toward toward hardware it sells, toward software controls, and toward services software controls, and toward services software controls, and toward services it can meter or bundle through iCloud it can meter or bundle through iCloud it can meter or bundle through iCloud and the App Store. This is why we're and the App Store. This is why we're and the App Store. This is why we're talking about trillionaire-level talking about trillionaire-level talking about trillionaire-level territory here, because the first territory here, because the first territory here, because the first trillionaire is probably not just the trillionaire is probably not just the trillionaire is probably not just the person with the smartest model.