006 - Nvidia Just Stole Apple's AI Lunch

This week on The AI Strategy Show, McIntosh and Kenshin dig into the emerging battle between NVIDIA, Microsoft, and Apple over the future of local AI hardware. NVIDIA’s new RTX Spark platform and DGX-style workstation announcements point toward a world where AI agents can run directly on personal computers and business workstations, not just in the cloud. The conversation explores unified memory, local LLMs, Windows AI PCs, workstation-class AI systems, and why running AI locally could matter for businesses that care about speed, cost, privacy, and control. The episode also looks ahead to Apple’s WWDC announcements and whether Apple’s hardware strategy — especially its unified memory architecture — could give it a serious advantage in the local AI race. Along the way, McIntosh and Kenshin talk about the practical business case for local AI, why “AI sovereignty” matters, how open-source models and agent platforms like OpenClaw and Hermes fit into the picture, and why the real winner of an Apple-vs-NVIDIA hardware fight may ultimately be the customer. Nvidia Product Release Videos https://www.youtube.com/watch?v=H4nJo-oqAro https://www.youtube.com/watch?v=vLfrBembjsk Music Credits Kazuki Tokaji Live for Tomorrow Show Sponsor https://arx-labs.com