The one card up Window's sleeve had been the GPU's. To me that and affordability had been the main reasons people bought Window's machines, and Macs are let affordable and superior in every other way to Windows machines.And right now, with Windows being a complete mess and next to impossible to find anyone who think they are actually good, the reasons to buy Windows machines are slowly evaporating. But hopefully not too bad as we need competition.
I still own a couple of Windows machines for rendering, but pretty soon I can see than lone reason for me to own a Window's machine may be gone. My M4 Mac Studio still can't compete with latest Window's Nvidia machines, but the upcoming M5 Max chips should come pretty close, and without crazy cooling, and crazy wattage or a terrible OS.
Nvidia is making money hand over fist with their commercial chips and could care less about consumer chips right now, but I wouldn't doubt Apple could make a dent there too. They wouldn't need to care about CUDA compatibility as they have big enough ecosystem to make it happen. Better efficiency and looking like better technology too.
Where it comes to AI, I wouldn't worry about Apple, I would worry about Nvidia. They are check-Kiting everyone right now with their chips. That doesn't look good. That doesn't sound good. It looks like they need save some of their riches for a rainy day when the AI goldfish is done and people stop buying picks and shovels. Looks like the game is teetering as we speak.