During the Apple investor conference call, CEO Tim Cook affirmed the efficiency improvements and innovations brought by DeepSeek. Cook emphasized the close integration of Apple's Hardware and Software, while continuing to maintain a prudent capital expenditure strategy. Bank of America Merrill Lynch believes that the technological advancements of DeepSeek will optimize Apple's edge AI applications, enhance user experience, and help integrate more AI features into its products, thereby strengthening market competitiveness.
How will DeepSeek's innovations impact Apple?
On Thursday, January 30, during Post-Market Trading, at the Apple investor conference call, Apple CEO Tim Cook acknowledged DeepSeek's innovations in reducing the training and running costs of its V3 model, as well as the efficiency improvements it brings:
"Overall, I think innovations that drive efficiency are a good thing, and you can see this in that model."
At the same time, Cook mentioned Apple's advantages in hardware and Software integration, and its continued cautious capital expenditure strategy:
"Our closely integrated hardware and Software will continue to bring us great benefits. As you know, our approach is to perform AI processing on the device and combine it with a private cloud architecture, which simulates what happens on the device architecturally."
"From a capital expenditure perspective, we have always taken a very cautious and thoughtful spending approach, and continue to leverage a mixed model, which I believe will continue to bring us great benefits."
The market generally believes that the significant reduction in the development costs of AI models is bullish for Apple. Bank of America Merrill Lynch believes that if DeepSeek's technology can truly reduce the costs of AI inference and improve the quality and speed of inference, then edge AI applications will benefit the most, providing multiple bullish advantages for Apple.
Firstly, Apple's edge AI applications will be further optimized, enhancing user experience. Secondly, as costs decrease, Apple can integrate more AI functionalities into its products, such as Smart Phones and AR glasses. This will enable Apple to have a more advantageous position in future market competition, becoming the ultimate choice with an 'LLM in your pocket.'
On Thursday, Apple's stock price fell by 0.74%, while Post-Market Trading shows an increase of over 3%.
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