Apple drops the M6 chip—their first 2nm process node. To put that in perspective: a human hair is 50,000x wider. A DNA strand is about 2.5nm across. We're talking molecular-scale engineering.
They also unveiled the M5 Ultra, calling it their "most powerful chip ever." Built for heavy lifting—3D rendering, frontier AI models, the works.
$AAPL continues pushing the silicon envelope. This isn't just incremental. It's structural—tighter nodes, more performance per watt, better economics at scale. The kind of vertical integration that keeps competitors scrambling.
Watch how this plays into their services margin story and developer ecosystem lock-in over the next 12-18 months.
They also unveiled the M5 Ultra, calling it their "most powerful chip ever." Built for heavy lifting—3D rendering, frontier AI models, the works.
$AAPL continues pushing the silicon envelope. This isn't just incremental. It's structural—tighter nodes, more performance per watt, better economics at scale. The kind of vertical integration that keeps competitors scrambling.
Watch how this plays into their services margin story and developer ecosystem lock-in over the next 12-18 months.
