郭明𫓹:苹果AI芯片量产在即，2027年启用自建数据中心

麋鹿智研所01-14

天风证券分析师郭明𫓹周二披露，苹果公司将在2026年下半年正式量产自主研发的服务器AI芯片，并计划于2027年启动配备这些芯片的新数据中心。这一时间表显示，苹果预计到2027年设备端AI需求将出现大幅增长。苹果在AI基础设施领域的投入正在加速落地。2025年2月，公司宣布投资5000亿美元的四年美国制造业计划，其中包括在德克萨斯州休斯顿建设专门生产AI服务器的工厂。该工厂已于去年10月提前投产，...

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2027","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.98},"content_text":"天风证券分析师郭明𫓹周二披露，苹果公司将在2026年下半年正式量产自主研发的服务器AI芯片，并计划于2027年启动配备这些芯片的新数据中心。这一时间表显示，苹果预计到2027年设备端AI需求将出现大幅增长。苹果在AI基础设施领域的投入正在加速落地。2025年2月，公司宣布投资5000亿美元的四年美国制造业计划，其中包括在德克萨斯州休斯顿建设专门生产AI服务器的工厂。该工厂已于去年10月提前投产，开始出货为Apple Intelligence平台打造的美国制造服务器。在芯片研发方面，苹果早在2024年5月就启动代号\"ACDC\"的内部项目，专门开发用于AI服务器集群处理的Apple Silicon。同年12月，苹果与博通合作开发名为Baltra的处理器，计划2026年发布。博通的参与可能侧重于\"芯片组\"（chiplet）技术，即由多个小芯片组成更大芯片的方案。目前，苹果的私有云计算已在使用自研芯片的服务器。软件主管克雷格·费德里吉曾表示，这一设计使私有云能以端到端加密方式处理查询。转向专用AI服务器芯片后，苹果有望获得性能提升、节能以及更优散热管理等多重优势。除休斯顿工厂外，苹果还将在北卡罗来纳州、爱荷华州、俄勒冈州、亚利桑那州和内华达州扩大数据中心容量。郭明𫓹提及的2027年新数据中心似乎专门用于AI处理，是在现有数据中心基础上的新增布局。麋鹿智研所点击阅读原文了解更多","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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