Still more predictable than GPU buys in the current climate. Power connector melting aside, GPUs in most cases get replaced less frequently than cell phones, unless of course you have lots of capital/profit infusion to for whatever reason stay ahead of the game.

Heck if Apple wanted to be super cheeky, they could probably still pivot on the reserved capacity to do something useful (e.x. revised older design for whatever node they reserved where they can get more chips/wafer for cheaper models.)

NVDA on the other hand is burning a lot of good-will in their consumer space, and if a competitor somehow is able to outdo them it could be catastrophic.