Fantasy buildouts of hundreds of billions of dollars for gear that has a 3 year lifetime may be premature.

Put another way, there is no demonstrated first mover advantage in LLM-based AI so far and all of the companies involved are money furnaces.

Which is mostly insane amounts of debt leveraged entirely on the moonshot that they will find a way to turn a profit on it within the next couple years.

Apple’s bet is intelligent, the “presumed winners” are hedging our economic stability on a miracle, like a shaking gambling addict at a horse race who just withdrew his rent money.

Most of the influencer content I saw demonstrating LLMs on multiple 512gb Mac Studios over Thunderbolt networking used Macs borrowed from Apple PR that were returned afterwards - network chuck, Jeff Geerling et al didn't actually buy the 4 or 5 512gb Mac Studios used in their corresponding local LLM videos.

The financial math on actually buying over $40k worth of Mac for 1 to 2 youtube videos probably doesn't work that well, even for the really big players.

They don't offer the 512 gig RAM variant anymore. Outside of social media influencers and the occasional AI researcher, the market for $10K desktops is vanishingly small.