Source: Finance Federation Author: Huang Junzhi
① Eisman said that Apple will benefit from the “second wave of AI”; ② he pointed out that in order to fully harness the potential of artificial intelligence, Apple needs to start providing a series of new technologies; ③ the future of artificial intelligence iPhones has sparked bullish voices from other analysts.
Big bear Steve Eisman (Steve Eisman) said a few days ago that as artificial intelligence (AI) technology begins to appear in the form of mobile applications, Apple is in an advantageous position to take advantage of the second phase of the “AI wave.”
“Right now, everyone is watching Nvidia, AMD, and data centers. But one day, that day is not far from now, there will be artificial intelligence applications that many people, including you and I, will use, and we won't use them in cloud data centers.” he said.
Eisman is the prototype for the movie “The Big Short”. As a senior portfolio manager at Neuberger Berman Group (Neuberger Berman), he is famous for shorting subprime mortgages before the global financial crisis broke out.
He went on to point out that in order to fully harness the potential of artificial intelligence, Apple needs to start providing a range of new technologies, from phones to laptops. The potential demand this may create is why Eisman is bullish on the stock.
“At that point, your phone might not be able to run some of the apps you want,” he said.
After being behind its technology peers for a long time, Apple can recently be described as “at full horsepower” in the field of AI. At the “Spring New Product Launch” held on Tuesday night, Apple unveiled the highly anticipated M4 chip. According to reports, M4's neural network engine can speed up various AI tasks and push iPadOS machine learning to a new level.
“The M4's neural network engine is powerful enough to outperform any AI PC today.” The company said.
Wall Street is full of bullishness
In fact, expectations for future artificial intelligence iPhones have also changed the positions of many bears. For example, Toni Sacconaghi, a former neutral analyst at financial services firm Bernstein (Bernstein), now believes that AI hardware integration will be a positive factor.
Some analysts expect the iPhone 16 to begin featuring generative artificial intelligence. According to Damo, the next iPhone “may become a voice-activated smart personal assistant, dominated by upgraded Siri. For example, it can interact with all apps on the phone through voice control, changing the rules of the game for ordinary consumers.”
Dan Ives, a well-known analyst at the US investment bank Wedbush Securities, said, “We expect that as Apple enters the AII-driven iPhone 16 supercycle in September, the growth in iPhone sales in China will slowly shift from headwind to smooth wind. In other words, over the next month, Wall Street's focus will be on promoting AI products at Apple's June Global Developers Conference.”
In June of this year, Apple CEO Cook will explain Apple's artificial intelligence strategy at the annual Global Developers Conference.
Cook said last week that the company is making major investments in generative artificial intelligence. Apple will stand out from AI competitors by tightly integrating hardware and software, using autonomous chips, and prioritizing privacy and security.
edit/lambor