Evolution of Hardware and Integration with AI

This chapter explores the evolving role of hardware in integrating tightly with AI and software, creating value across various sectors like consumer devices, data centers, and enterprise stacks. It discusses Apple's shift towards incorporating AI into their operating systems, the privacy implications of their partnership with OpenAI, and the financial analysis of both companies. The conversation also touches on the sustainability of open AI's revenue surge, the debate between open source projects and enterprise tools, and the future impact on big enterprises adopting internal AI software.