liqmat wrote on 2026-11-01, 22:30:
I know nothing about the inner workings of AI LLMs etc, but I have been browsing various dev forums and it is fascinating to see the gearhead talk about hardware and the various versions of their models. Completely new language to me. People buying 10K Apple MacBook Pros with 8TB NVMe drives and 128GB of RAM to run 70B models. The newly refreshed Apple Mac Studio workstations that can climb to 30K geared with 16TB NVMe drives and 512GB RAM so they can run massive LLM models. Of course I got educated in other forums of how smaller models run lightning fast on 32GB 5090 cards. Last, but not least, I browsed through all the NVidia DGX Spark stations that you can attach as a breakout box to your current system. Gotta say, I'm lost in the wilderness in all this and the gear I see people using is certainly a rich man's game if you want powerful localized models (especially at the current prices of hardware).
Apple silicon is downright magic for AI acceleration, Apple is one of the few corporations that realised from the start that local AI is the future and has sunk billions into making it happen at a scale the general public can afford. (Not reasonably afford, I mean it is Apple)
IIRC their devices since the launch of their M series silicon has AI acceleration and NPUs built into it, their phones from the last ~4 years also have an NPU and AI acceleration.
Most android phones from the last 4 years also have this hardware for AI acceleration.
So people that assume the general public don't have the hardware for local AI ...assume wrongly, the hardware is already out there, its not Datacenter levels of capability but it doesn't need to be for local LLMs and the types of usage your average Joe is likely to want from it and for anything beyond that the cloud is there. The AI bubble popping wont change any of this at scale, Gen AI in the cloud will always be a thing now, the only thing that will change is the corporation running it.
When the pop does happen I'm expecting Apple to come out the other side mostly unscathed from it all, Microslop, Oracle and Amazon will get hit hard but I doubt they will suffer badly ..its the hardware fabs they will get hit hardest due to how deep they are into fabrication of DC parts.
My only hope is that nVidia gets hit hardest and is forced to break up and spin off parts of itself to avoid imploding, I wouldn't mind seeing Micron get the same treatment and be forced to split up.
All of this is just my own speculation and should be seen as such.
AI is inevitable, there is nothing you can do to stop it, no Ironman snap to save you from the Basilisk.