NVIDIA has not delivered useful AI applications either, yet it clearly is one of the main AI companies, and while many are struggling to turn their AI applications into reliable revenue streams, NVIDIA has a viable business model.
So does Apple even need to create applications (that nowadays will get copied and opensourced in a day), or the hardware is the winning strategy in the end?
Right. So far hardware has been the real winner. The rest is still a promise.
I think the more interesting question for Apple is the split between cloud and local. Economies of scale and aggregation vs privacy and ownership. I’d say so far it’s 2-1.
NVIDIA GR00T, Omniverse, Cosmos. Their local AI stuff for streaming is good and free, and while not a revenue stream, it's all just more reasons to go with NVIDIA cards over others when building a gaming PC.