> I don't understand this. You should have ended your comment there. You know so little about this topic you don’t even know what you don’t know. Ming-Chi Kuo is the most respected analyst re: Apple’s supply chain. Stick with you don’t understand this.

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Intel claims to be able and willing to fab both x86 and ARM for IFS customers. Also it's being priced in as true because Ming-Chi Kuo is a reputable leaker of apple stuffs.

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I don't understand this. Why are rumours about an Apple-Intel deal being taken seriously? What can Intel offer Apple at this point? Foundry capacity? > Apple supply chain analyst Ming-Chi Kuo today said Intel is expected to begin shipping Apple's lowest-end M-series chip as early as mid-2027 There is zero chance of that happening. **Zero.** There is no value proposition to Apple, and, incidentally, they literally posted a huge flag on their website a few months ago about [the formal discontinuation of x86 support in MacOS](https://developer.apple.com/documentation/apple-silicon/about-the-rosetta-translation-environment/) (via Rosetta): > macOS Tahoe will be the last release for Intel-based Mac computers. Those systems will continue to receive security updates for 3 years. > Rosetta was designed to make the transition to Apple silicon easier, and we plan to make it available for the next two major macOS releases – through macOS 27 – as a general-purpose tool for Intel apps to help developers complete the migration of their apps. Beyond this timeframe, we will keep a subset of Rosetta functionality aimed at supporting older unmaintained gaming titles, that rely on Intel-based frameworks. I'd short this but I can't beat the rumour mill.

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Whatever i say, the inverse will happen. So i’m not sure you want my thoughts 😂 in short term like i said the demand is infinite. A phenomenon that rarely happens. So with infinite demand technically the PE is undefined. Realistacly nvidia’s production is bottle necked. Others are using that time to get creative and make their own chips. Even if EFFICIENCY isnt there per unit they are managing to put more chips in same form factor for lower cost using but more cooling. So they claim that their effective efficiency is the same but it is not on the chip level it is maybe best put on a system level. Nvidia’s shortage is forcing others to innovate faster and expand regardless. This means nvidia’s monopoly is quickly breaking potentially despite the best chips in the world. The real winner here are the chi makers and equipment makers like tsmc and asml. Because in a world where everyone is mining gold these guys are selling shovels. The losers are many of the AI companies because some will burst and fall tremendously just like in dot com bubble. Google and amazon and openAi can survive it out despite taking huge losses during bursts but others would not be able to despite their 10 figure valuations. Anyways im going off on tangents. Bottom line. AI bubble is real. But it will be biggest bubble in history and isnt done expanding just yet but when it does it will be a bow ouchie moment and i wouldnt be surprised if at that point nvidia’s valuation gets cut in half

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