No, I don't. Because this means competing on a very different market with very different margins. It's not Apple's business and I doubt they could make it profitable with their technology. They are simply not positioned for this kind of push.
This is a fair point. Very possible that you are right. But it's also possible that by offering a compelling product for a reasonable price a certain niche can be carved out. Apple's technology would work well in this scenario. Whether they are interested is a whole different question.
This is a business decision, not a technology decision. 20 years ago Apple's assumption was you store music locally, now it's that rent music. Things change.
Already with XCode Cloud Apple has started moving down this path (admittedly for a very limited sort of workload).
Xcode Cloud is a continuous integration and delivery service built into Xcode and designed expressly for Apple developers.
developer.apple.com
The real, technical, issue is network performance. SOME tasks (like compiling) can work well in the cloud, others (like video editing) would be ludicrous. Everything is changing so fast that it's not clear quite what the best sort of solution might be, and for what use cases. Is it better if I "log in" to what looks like a remote mac, and operate it as such (my own account on that mac, my own local file system, etc?) Or is it better than Apple provide APIs that allow apps who so desire (XCode. Mathematica? Blender?) to ship work to an Apple cloud?
How about an innovative business strategy, like sharing revenue with a company when this functionality is used, to encourage Adobe or Autodesk or whatever to add the functionality?
Apple always plays the long game. Being a me-too cloud provider like AMZ or Azure is not a game they will win; even many of their developers, let alone customers, are not interested in dealing with those sorts of UI's. But generalizing the way XCode Cloud works (where the user feels like they are just using standard XCode, only way faster) could be a real game changer.
My guess is that, with XCode Cloud, there's already *some sort* of Apple Silicon based "server" hardware setup being tested. But going further requires
- learning from the (internal) API's used by XCode, to design public APIs
- learning from the hardware limitations hit the XCode "server hardware"
Maybe this is far enough along that we will see something by WWDC2024? But that seems optimistic to me. Maybe at least one more generation of hardware learning is required.