> but only if the iPhone had equivalent value-add to Nvidia hardware... iPhones are overpriced and underpowered, most people will agree
I'd argue this from almost the opposite direction - there is no value-add for Apple because high-end smartphones exceeded the performance requirements of their user-base generations ago.
Nvidia has a pretty much infinite performance sink here (at least as long as training new LLMs remains a priority for the industry as a whole). On the smartphone side, there just isn't the demand for drastic performance increases - and in practice, many of us would like power and cost reduction to be prioritised instead.
I'd argue this from almost the opposite direction - there is no value-add for Apple because high-end smartphones exceeded the performance requirements of their user-base generations ago.
Nvidia has a pretty much infinite performance sink here (at least as long as training new LLMs remains a priority for the industry as a whole). On the smartphone side, there just isn't the demand for drastic performance increases - and in practice, many of us would like power and cost reduction to be prioritised instead.