Today Nvidia added $277B in market value, Wall Street's largest one-day gain in history.
Apple has, in my opinion, made one of the most significant advances in SoC with Apple silicon.
I know dedicated GPUs are a different beast, but wouldn't make sense for them to invest in a new dedicated GPU line to compete more directly with Nvidia? It is clear there is money to be made there.
Google has their own TPU line, but as far as I know, they are only allowed to be used via GCP.
If not Apple, what company has the cash and know-how to dethorne Nvidia?