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Dan Romero
@dwr.eth
Does anyone know why Apple needs to work with Broadcom here (given their in-house capabilities)?
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July
@july
My guess is that earlier last year Broadcom and Apple had an agreement to develop RF chips for 5G, and that it is expands on their agreement. I think Baltra is still TSMC under the hood, so hedge their bets to do in house (since they have more expertise on the software side - they don't need / want NVIDIA, also NVIDIA is expensive) to work with suppliers like Broadcom. Makes sense, seems like the path they took towards A chips and M-chips, prob trying to do the same for server stuff.
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Dan Romero
@dwr.eth
ty this is the answer I was looking for!
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Daniel Fernandes
@dfern.eth
I agree with this, but I'll also add that some of Apple's silicon team saw this opportunity and left to start Nuvia, which they promptly sued. It would look very very bad for Apple to then start making server chips after they tried to quash a startup of ex-employees that wanted to do the same thing. See: "In fact, it was said that Nuvia was formed after Williams and others were unable to persuade Apple to build its own custom server processors, as well as in-house personal computing silicon, and so they started up a biz to do just that: build homegrown server chips." Nuvia has now been acquired by Qualcomm, so /maybe/ it's part of Apple & Broadcom's general strategy to be a counterweight to Qualcomm, but I think the simpler explanation is that server-class chips are just a good business to be in...w/ the added context that now that NVidia now also has ARM general-purpose CPUs, and Amazon is pushing their Annapurna Labs AI processors. https://www.theregister.com/2023/05/01/apple_nuvia_lawsuit/
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