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Apple HomeView is a $299 smart-home display that recognizes up to six people and runs a new Siri AI on an A18 chip. The camera in the most private room of the house is the risk — and Apple has made on-device privacy its whole answer.

Apple shipped two chips on the same day from two different generations. The M5 Ultra has the same 80 GPU cores and the same 512GB memory ceiling as the M3 Ultra it replaces — yet 4.5x the AI compute. Here is what that gap tells you about where local AI is really headed.