Apple Analyst Says Rumors Of In-House AI Chip 'Another Breadcrumb' Ahead Of WWDC: 'Cupertino Ready To Play Chess...While Others Playing Checkers'
Apple Analyst Says Rumors Of In-House AI Chip 'Another Breadcrumb' Ahead Of WWDC: 'Cupertino Ready To Play Chess...While Others Playing Checkers'
Apple, Inc. (NASDAQ:AAPL) is developing in-house artificial intelligence chips even as it charts out plans to make a big splash in the AI arena, multiple media reports suggested recently. Against the backdrop, a bullish analyst weighed in on what this could mean for the tech giant.
最近多家媒體報道顯示，蘋果公司（納斯達克股票代碼：AAPL）正在開發內部人工智能芯片，儘管該公司正在制定在人工智能領域大放異彩的計劃。在背景下，一位看漲的分析師權衡了這對這家科技巨頭可能意味着什麼。
Another Breadcrumb: "Cupertino [is] ready to play chess on AI..while others [are] playing checkers," said Wedbush analyst Daniel Ives in a note. Apple's rumored plan to put some of its most advanced high-end chips in data centers and use them to process its more advanced AI-based services was another breadcrumb, heading into the company's annual World Wide Developers Conference, the analyst said.
另一個麪包屑：Wedbush分析師丹尼爾·艾夫斯在一份報告中說：“庫比蒂諾 [已準備好在人工智能上下棋... 而其他人 [正在] 玩跳棋。”這位分析師表示，有傳言稱蘋果計劃將其一些最先進的高端芯片放入數據中心，並用它們來處理其更先進的人工智能服務，這是該公司進入年度全球開發者大會的又一麻煩。
"Apple is not going to be driving 45 MPH in the right lane when it comes to its AI strategy set to be unveiled at WWDC in June and will be riding in the left lane at 80 MPH," Ives said. The company would be looking to monetize AI on the Services front, with developers the linchpin to this strategy, he said.
艾夫斯說：“當蘋果定於6月在WWDC上公佈的人工智能戰略時，蘋果不會在右車道上行駛45英里/小時，並將以80英里/小時的速度在左車道行駛。”他說，該公司將尋求在服務方面通過人工智能獲利，而開發人員是這一戰略的關鍵。
Why It's Important: Apple's intent to use its advanced homegrown chips around AI gives the company more control over its AI plan, the Wedbush analyst said. He expects the company to build out a broader chip ecosystem for its AI strategy.
爲何重要：Wedbush分析師表示，蘋果打算圍繞人工智能使用其先進的本土芯片，這使該公司能夠更好地控制其人工智能計劃。他預計該公司將爲其人工智能戰略建立一個更廣泛的芯片生態系統。
"In this AI Revolution [Tim] Cook and Apple are much further down the path of its own proprietary AI LLMs and technology than the Street expects in our view and this move is another tipping of the hand heading into what could be the biggest unveil event for Cook and Cupertino in roughly a decade," Ives said.
艾夫斯說：“在這場人工智能革命中，[蒂姆] 庫克和蘋果在開發自己的專有AI LLM和技術的道路上走得比華爾街預期的要遠得多，這一舉動是庫克和庫比蒂諾在大約十年來最大的揭幕活動的又一舉措。”
What To Expect At WWDC: At the conclave of developers kickstarting on June 10, Apple will likely unveil its "long-awaited" AI strategy to its "golden installed base" and developer community, Ives said. The analyst expects an AI-driven super-cycle, starting with the iPad lineup, launched this week, and continuing through the AI-powered iPhone 16 this fall.
在WWDC上可以期待什麼：艾夫斯說，在6月10日啓動的開發者會議上，蘋果可能會向其 “黃金用戶群” 和開發者社區公佈其 “期待已久” 的人工智能戰略。這位分析師預計，人工智能驅動的超級週期將從本週推出的iPad系列開始，一直持續到今年秋天由人工智能驅動的iPhone 16。
Ives also sees the launch of an AI App Store, which would be the foundational starting point for developers
and AI apps over the coming years. Tapping into the 2.2 billion iOS devices worldwide along with an iPhone 16 model that will break new ground in AI and begin this next supercycle at Apple, he added.
艾夫斯還將推出人工智能應用商店，這將是開發者的基礎起點
以及未來幾年的人工智能應用程序。他補充說，將利用全球22億臺iOS設備以及iPhone 16機型，該機型將在人工智能領域開闢新天地，並在蘋果開啓下一個超級週期。
Ives has an Outperform rating and a $250 price target for Apple.
艾夫斯對蘋果的評級爲跑贏大盤，目標股價爲250美元。
Apple ended Thursday's session up 1% at $184.57, according to Benzinga Pro data.
根據Benzinga Pro的數據，蘋果週四收盤上漲1％，至184.57美元。
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譯文內容由第三人軟體翻譯。