Apple absolutely has a massive opportunity here because they used a shared memory architecture.

So as most people in or adjacent to the AI space know, NVidia gatekeeps their best GPUs with the most memory by making them eye-wateringly expensive. It's a form of market segmentation. So consumer GPUs top out at 16GB (5090 currently) while the best AI GPUs (H200?) is 141GB (I just had to search)? I think the previou sgen was 80GB.

But these GPUs are north of $30k.

Now the Mac Studio tops out currently at 512GB os SHARED memory. That means you can potentially run a much larger model locally without distributing it across machines. Currently that retails at $9500 but that's relatively cheap, in comparison.

But, as it stands now, the best Apple chips have significantly lower memory bandwidth than NVidia GPUs and that really impacts tokens/second.

So I've been waiting to see if Apple will realize this and address it in the next generation of Mac Studios (and, to a lesser extend, Macbook Pros). The H200 seems to be 4.8TB/s. IIRC the 5090 is ~1.8TB/s. The best Apple is (IIRC) 819GB/s on the M3 Ultra.

Apple could really make a dent in NVidia's monopoly here if they address some of these technical limitations.

So I just checked the memory bandwidth of these new chips and it seems like the M5 is 153GB/s, M5 Pro is ~300 and M5 Max is ~600. I was hoping for higher. This isn't a big jump from the M4 generation. I suspect the new Studios will probably barely break 1TB/s. I had been hoping for higher.