Plus introducing features like RDMA over thunderbolt, which is critical for distributed inference/training/etc. On the software side, Apple is investing heaps.
It's still ridiculous they don't support expandable NVMes, but the memory being soldered makes sense, you need it for 1.2TB/s bandwidth.
They are still selling high-margin hardware. Apple loves selling high-margin hardware.
EDIT: AMD too, it's not limited to Nvidia, nice.
They're eating nvidia's lunch.