Random youtube videos are not definitive resources. Also, there's a high chance you have misunderstood whatever they said.False, it does double the risk because of ultra fusion and the die size. Bigger die = higher the risk. Do you really think it's as simple as just connecting two dies? Hell no. The YouTuber I posted already mentioned that.
Die size doesn't change from M2 Max to M2 Ultra. Same die, same manufacturing process. Ultra literally is just connecting two known good dies. The packaging process they use to assemble two M2 Max die together has some dropout (as all manufacturing processes do, including the packaging of single die into Max chips), but I bet it's nowhere near as bad as your baseless claim.
You're revealing here that you don't understand the first thing about so-called "AI" and what Apple's strategy is.If they ARE interested in AI, then they should make their own AI chip and workflow just like Amazon, Tesla, Microsoft, and more. They already have their own. The only problem is GPU is way more common and widely used which is 90% of all AI servers. That's how Nvidia dominate AI with CUDA workflow. But other than that, Nvidia sucks at performance by watt.
But Apple can't even make a workstation grade CPU and GPU with upgradability and expandability so it's almost impossible for them to compete in AI markets.
By choice, Apple more or less exclusively designs and builds silicon and systems intended for end users to buy. As such, they are quite appropriately focused on the kind of compute resources required to run pre-trained models on-device. They're doing great at it, they've been pretty much at the cutting edge of this since iPhone X, and the M-series chips have continued it. The Apple Neural Engine is not only quite fast, it's insanely power efficient.
Apple doesn't compete against Nvidia's giant supercomputerish stuff. That's fine. They do not need to, because that isn't a market they want or need to be in. All that matters is whether they can run trained models fine on-device, and they're doing great at that.