What's really worrying about the Talk Show Live video is the part where they talk about GPU performance, and Joz basically says (and I'm paraphrasing here) that they aren't trying to beat Nvidia.
They aren't trying to be Nvidia at AI training. Not that they are not trying to be Nvidia at everything Nvidia does. Just were Nvidia has a giant 'moat' around their product they are not.
Which isn't 'new'. Apple stopped signing Nvidia drivers years ago at this point. In part, because Nvidia was all more so intent on building that moat than doing what Apple wanted them to do.
The workstation market isn't all Nvidia any more than Bitcoin is all of finance. Nvidia's AI business is trendy , 'sexy hot' topic , but not the single cornerstone. And it isn't workstations.
" ... SMC
reportedly pledged to process an extra 10,000 CoWoS wafers for Nvidia throughout the duration of 2023. Given Nvidia gets about 60-ish A100/H100 GPUs per wafer (H100 is only slightly smaller), that would mean an additional ~600,000 top-end data center GPUs. .. "
Those 600,000 H100 are mostly not going into worksations. Most H100 modules are OAM standard ( or Nvidia's proprietary variation of OAM). Those are not PCI-e cards.
Apple's run rate on Mac Pros probably isn't even a 1/3 of that. Apple talked about AI/ML in that session in the Craif F. portion of the talk. Apple is leaning way more into inference than training. And there Nvidia isn't really the exclusive players. Lots of folks are doing inference without Nvidia. That segment is only growing, not shrinking.
It's also concerning because so much of Apple Silicon has been about performance. So it's bizarre that now you get to the top end and Apple is suddenly seemingly saying "We're not in this for performance."
Stepping up to PCi-e v4 isn't a performance increase over the last MP ? It is still performance.
At one point (in the 90's I think) Jobs said something along the lines of ' have to get past the notion that for Apple to win Microsoft has to loose". Folks going down 'rabbit holes' on Nvidia are doing the same thing.
Apple is taking on Nvidia + Intel + AMD + Qualcomm + Microsoft ... they can't afford to get drawn into a "land war in Asia" like in the game of Risk. Where trying to do everything for everybody. Apple isn't making luggable desktop replacement laptops .... are they doomed ? Nope. Same thing here. Smartly pick your battles where you have a tactical advantage. ... and leave the the "do everything for everybody" thing for other folks.
Chasing Nvidia because they got caught a sizzle stock price bump is the same kind of reasoning that got Apple into the "Apple Car" that is likely a bridge to nowhere. It isn't 'create a useful product ' focused.