[fireman15]

The Datacenter bubble will pop, since token-based billing isn't going to work. Nobody wants to pay full-freight for AI.
Jensen needs to move product, so a return to the desktop with local models makes sense.

Yes, this is a survival move. A bunch of manufacturers dumped producing consumer products in favor of the more lucrative Server Farm market. It is interesting that Nvidia seems to be adjusting their priorities. Of course, the Spark products are high end with 128GB of high bandwidth Unified Memory.

[bobcat62]

There’s a guy on YouTube, using the username Kiraa.
He points out in one video that a loaded Mac Studio could be depreciated for $280 per month.
That’s a big improvement over full-freight token-based recruiting.