Apple Is the King of AI and Nobody Knows It

Other: AI and hardware analysis(limitededitionjonathan.substack.com)view on HackerNews

AppleNVIDIAAIunified memorylocal inferencehardware analysis

Author: cyanbane

Date: 7/25/2026

Article Summary:

The author argues that Apple is the king of AI, not NVIDIA, due to its unified memory architecture and ability to run large models locally, making it a strong thesis on its own without needing NVIDIA to be "dead".