$Apple(AAPL.US) and $Meta Platforms(META.US) just announced their first public partnership since 2017

Developers can run Meta's Muse Spark Open model across 2 to 4 linked Mac Studios, per CNBC and Axios

The model is an 816-billion-parameter mixture-of-experts open-weight release, tuned for Apple M5 Ultra silicon via MLX

A Mac Studio with the required M5 Ultra and 256GB of memory starts at $10,799. Users need more than one machine. The model runs locally, not in the cloud

This ends years of open hostility. Apple's 2021 App Tracking Transparency changes were estimated by Meta to wipe about $10B of ad revenue. Tim Cook and Mark Zuckerberg traded barbs for years. John Ternus is now CEO at Apple, and Meta AI chief Alexandr Wang said former Apple director Daniel Gross helped bridge the gap

$Apple(AAPL.US) already has OpenAI in Siri and $Alphabet(GOOGL.US) Gemini in Apple Intelligence. Adding Muse on Macs shows how fast AI is rewriting Silicon Valley alliances that looked permanent five years ago

When rivals who once priced each other as existential threats start co-shipping local AI, the real story is not friendship. It is that desktop silicon and open weights are becoming a second theater next to $NVIDIA(NVDA.US) data center spend

Source: StockMarket.News