Apple Is the King of AI and Nobody Knows It

But here’s my favorite piece of evidence, the tell I’d point to if I could only pick one: watch what NVIDIA sells now. The DGX Spark — Jensen’s new “personal AI supercomputer” for your desk — is a small quiet box with 128GB of unified memory shared between CPU and GPU. Sound familiar? It’s a Mac Studio. NVIDIA, the company whose entire empire is built on discrete GPUs with discrete VRAM in centralized racks, is now shipping Apple’s architecture, at Apple’s form factor, aimed at Apple’s use case — and even Jensen has started musing that “an AI supercomputer could become common in the home,” name-checking Apple’s M-series as laying the groundwork. The king of the datacenter is hedging into my thesis with his own product line. When your opponent starts copying your homework mid-argument, the argument is over.