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Given the chaos of the market, 100% actually seems fairly light. However, as others have pointed out, consumers will probably take more of the hit when Apple passes that along and tries to maintain margin (probably)
 
No one here knows the full details. It could involve a N year guarantee of X, Y, or Z, which Apple wanted. In any case, Apple will be getting their chips. People will buy iPhones.
 
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Prices will be increased across all of Apples devices this year. All so we can have Ai and ensure Nvidia is by far the highest valued company in the world. I believe it hit 5 trillion, in a world where thousands can't access clean water still.
Imagine AI on the battlefield and Command Cen, AI in medical review, etc. the field is limitless. While some human workforce will be needed it will be a fraction and with minimal delays.

Imagine a drug being released and the field data showing that there is a concerning side effect that’s mortal, rather than depending on cumbersome lengthy bureaucratic paperwork it becomes a streamlined process.
 
My lowly iPhone 14 will last me yet-another year then, not giving in to this constant gouging unless something needs to be replaced immediately.

And that goes for everything, going from iPhone upgrade to a larger storage pools for my home server - non-essential purchases are on pause.

There's really no guilty pleasure feeling in getting anything nowadays, every time I get something I feel like a fool.
 
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Apple should make own foundry fabs but cook does not have vision for Apple long term hope John Ternus solve this problem
You're typing about something that's not so casual.

You're talking a project that would cost $50 billion, on the low end, and probably a decade to ramp to scale and competitiveness.
 
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The AI bubble has started to pop, but not fast enough. Sadly we're going to continue to see these sky high prices while AI companies continue to hoard the lion's share output of the supply chain for these components, and TSMC's high density lithography production. Besides GPUS, RAM, SSDs, nothing has been left unscathed, even spinning hard drives are seeing the effects.
 
I'm amazed that the website MACrumors hasn't even noticed the 512gb Mac Studio of which sales have recently gone insane for, slipped to a 14 week lead time on Apple's website this week and currently they've made it impossible to buy (though resellers can still place orders)

Lead times of all other Mac Studio remain the same so IMO it doesn't point to a new model but the fact that they've bought everything BGA of LPDDR5-6400 available and are running/have run out.
 
The AI bubble has started to pop, but not fast enough. Sadly we're going to continue to see these sky high prices while AI companies continue to hoard the lion's share output of the supply chain for these components, and TSMC's high density lithography production. Besides GPUS, RAM, SSDs, nothing has been left unscathed, even spinning hard drives are seeing the effects.

It's not started to remotely pop, it's ramping up more if anything - including home users who are spending tens of thousands on equipment to run Kimi 2.5 at home and have 24/7 agents work - thus seeing even more demand for consumer RAM modules beyond the AI companies themselves.
 
It's good that we're focusing all resources where they're needed most... after all a tool that is incapable of counting from 1 to 200 is a tool worth investing in.
 
It's not started to remotely pop, it's ramping up more if anything - including home users who are spending tens of thousands on equipment to run Kimi 2.5 at home and have 24/7 agents work - thus seeing even more demand for consumer RAM modules beyond the AI companies themselves.

The stock prices of companies heavily involved with AI have been consistently dropping as customers turn their noses up. Microsoft, Meta, Google, etc are all seeing significant drops in stock performance. I would argue that the bubble IS infact starting to pop. It's just going to take time for it to trickle down to the pricing on consumer goods.
 
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When is the bubble going to burst?
Depends on your perspective:
1) The AI bubble could burst when AI gets exposed as an inherently flawed technology that will never replace most real jobs.
2) The RAM bubble could burst when AI does indeed get good enough to replace a bunch of white-collar jobs and people can't afford to upgrade their flagship phones or buy nice computers anymore.

I personally think the truth is somewhere in the middle.
 
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Imagine AI on the battlefield and Command Cen, AI in medical review, etc. the field is limitless. While some human workforce will be needed it will be a fraction and with minimal delays.

Imagine a drug being released and the field data showing that there is a concerning side effect that’s mortal, rather than depending on cumbersome lengthy bureaucratic paperwork it becomes a streamlined process.
Vaccines have an astronomical amount more benefit to humanity than AI has given and will likely give.

Imagine AI on the battlefield, jfc.
 
Vaccines have an astronomical amount more benefit to humanity than AI has given and will likely give.

Imagine AI on the battlefield, jfc.
It’s debatable, while there maybe short term gain the long term is uncertain especially if it’s leaky as all life evolves.

I don’t use AI, but other industries may see a companion benefit to its integration along with human workforce. Money is virtual digits in a computer, imagine we are using tangible performance for digital compensation to acquire physical sustenance.
 
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Apple should make own foundry fabs but cook does not have vision for Apple long term hope John Ternus solve this problem

No... Cook is smart in *not* doing that. That would be a huge distraction and money sink. It's 20+(++) Billion just to build one. And then there's yearly operating costs. That wouldn't make any financial sense unless Apple were to go into the fab business supplying chips to other companies. Cook knows better.
 
I'm excited to see if this results in a push for software makers to write better, more efficien-- sorry, I couldn't get through that without laughing. Maybe people will at least add "Be memory efficient." to their LLM prompts.

(and before anybody yells at me about how they're a big, fancy, decades-of-experience web developer or whatever: I also write software. I can poke fun if I want to.)
 
Tim Cook Investors care about company revenue
FIFY

Hate to break it to you, but corporations exist to make money. People wandering around here like babes in the woods thinking SJ was Santa Claus 🤣. I was around and buying Apple stuff when he was around and I can promise you people were bitching up a storm about how expensive everything was and how “greedy" Apple was back then too.
 
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