Incredible Race — NASCAR — Apple, Nvidia Update -- June 2, 2024

Locator: 48032AAPL.

Apple: web eraser? France, others not happy.

Apple: the new iPad Pro a review, over at Bloomberg. 

Nvidia: Rubin. To launch 2026; to be followed by Rubin Ultra.

AMD: link to The Verge -- if I'm reading this correctly, "simply CPUs." Not a competitor to Nvidia's GPUs. Link here.

Motley Fool: Nvidia.

Tech is tracked here.

I check this at least monthly, often weekly, transistor count: wiki.

• CPUs
• GPUs
• FPGAs

This is pretty cool: 

• in the CNBC link above: 

Blackwell and Rubin were mentioned.

Now, over at "tech chips," posted earlier:

So, there's the wiki entry for Nvidia's "Blackwell" GPU.

So, we now watch for wiki to add "Rubin" to the GPU list.

Meanwhile, we need a better clarification / explanation from Tim Cook regarding Apple's GPUs -- right now "sophisticated Apple aficionados" know but the vast majority of folks do not. Enough said, for now, It will be fascinating to watch. 

In addition, we need to see more on NPUs -- neural processing units. 

Apple's M4 has all on three on the same chip: CPUs, GPUs, and NPUs. From April 24, 2024.

Apple's M4 schematic, from an article one month ago.

But we're starting to compare apples with oranges.

In the big scheme of things, I think of Nvidia : data centers :: Apple M4 : laptops/Vision Pro. 

AAPL has been a laggard this past year despite the fact that M4 was announced, launched, and made available faster than most expected. If one starts to see AAPL surge over the next two months, it will suggest to me that analysts are starting to understand better the M4. 

Tim Cook mentioned Apple Silicon about a year or so ago (I've long forgotten exactly when) and recently introduced the M4, but it was my impression at the time, analysts completely the significance of the M4, much like I did, focusing on the "chip count" and nm-size and not the clever idea of putting all three on one chip. 

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Disclaimer Briefly Reminder

• I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
• Reminder: I am inappropriately exuberant about the US economy and the US market, 
• I am also inappropriately exuberant about all things Apple. 

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There's been a lot of talk lately whether Nvidia will overtake Apple as the bigger company by market cap -- the race for three-trillion-dollar market cap. 

That's fine, but to some that suggests Apple and Nvidia are direct competitors. They are not. Two completely different types of companies, in two completely different tech segments. 

Idle rambling. My thoughts only. But it's becoming even more fascinating as each day goes by.

My hunch:

• too much prudence-signaling; and, 
• not enough realism-acknowledging (reality-awareness).

Locator: 48002ECON. 

 

From May 27, 2024: 

Thought-provoking: prudence-signaling vs realism-acknowledging. I spent much of Memorial Day weekend (2024) "studying" this. Very, very interesting. Many CNBC talking heads seem to be masters of "prudence-signaling." In the process, are they missing the bigger stories? See disclaimers.