AppleのAIサーバー向け自社チップ「Baltra」は、性能不足で延期され、2026年投入が困難な見通し。M2 Ultraを基に改造したが、モバイル向け低消費電力設計に注力してきたAppleにとって、サーバーに求められる高消費電力・高並列処理との根本的矛盾が表面化。この移行の難しさが浮き彫りになっている。....
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