GPU Supplier Dilemma

The discussion delves into Apple's ongoing absence of Nvidia GPUs in their Macs, exploring potential political rifts and past failures that may have influenced this decision. Both speakers reflect on Apple's strategy of maintaining multiple suppliers for redundancy and competition, questioning why Nvidia has seemingly lost its place. The conversation hints at Apple's possible long-term plan to develop its own GPUs, raising concerns about the implications of relying on a single vendor.