How long do you think it will take for the stock market to notice that Apple and Microsoft announced at the same time that they're all-in for local AI?

Reddit r/LocalLLaMA 06/10/26, 10:42 AM News

local-ai apple microsoft nvidia stock-market wwdc surface

Summary

The article speculates on the stock market's delayed reaction to Apple and Microsoft both committing to local AI, noting Microsoft's reliance on Nvidia's roadmap and Apple's potential to disrupt the market.

Microsoft's Surface with the crappy old Nvidia chip won't keep up with anything from Apple, but Microsoft wouldn't be on board if Nvidia didn't have a roadmap for more and better laptop chips. And Apple can crash the market on a whim by just announcing a line of products that are local-first. Every WWDC video being about local AI (not literally, there are just a lot) and the Github repo full of specs and benchmarks for every company's local AI should have already done it, but finance people aren't known for being smart. Maybe Microsoft will be kind and wait for the market to crash itself.

Original Article

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