Apple Is the King of AI and Nobody Knows It
NVIDIA is a dead man walking. I’ve been saying this for months. Consider this my timestamp.
I want this on the record, with a date on it: July 17, 2026. Apple is the number one, undisputed king of AI right now, and almost nobody knows it. NVIDIA is a dead man walking.
I’ve been beating this drum in private for months — in group chats, on calls, to anyone who’d sit still long enough. Every few weeks another headline lands that makes me look a little more like a prophet, and I’m tired of watching my own take show up in other people’s think pieces six months from now. So I’m writing it down. This is an opinion piece. It’s my opinion. It also happens to be correct, and I’m going to show you the receipts.
The scoreboard everyone is reading is the wrong scoreboard
Here’s how the world currently keeps score in AI: who has the best frontier model, and who sells the chips that train it. By that scoreboard, NVIDIA is untouchable. First company in history to cross a $5 trillion market cap. Revenue up 85% year over year. Jensen Huang on stage in a leather jacket telling everyone there’s “no chance our GPUs end up idle.” The entire S&P 500 is basically a leveraged bet on that sentence being true.
But that scoreboard measures the training race. And the training race is not where this ends. It never was.