Nvidia Slips as Four Macs Attack Cloud Inference Economics

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI chip and data center leader, faces a challenge at the smaller end of the AI market: Apple (NASDAQ:AAPL) is pitching Macs that run demanding models in an office, without a cloud bill for every token. Nvidia shares slipped nearly 1.3% to $227.98 Wednesday morning. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.NVDA GF Value chart Apple demonstrated four connected Mac Studios running a trillion-parameter model to fix a coding bug. The pitch is simple: buy the machines once, then keep using them. That could appeal to businesses with steady workloads or sensitive data.