Azeem Azhar has revised his view on Apple's role in AI, recognizing the significant demand for its hardware for local AI inference. Despite Apple's perceived slowness in AI development compared to peers, its Mac devices are experiencing shortages due to their suitability for running AI models like OpenClaw. Apple's chips, with unified memory and a powerful Neural Engine, are well-suited for AI tasks, and the company's control over its ecosystem further solidifies its position. AI
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RANK_REASON Analysis of a major tech company's hardware becoming a key infrastructure component for AI inference, leading to product shortages.
