苹果为何选择与谷歌AI合作？郭明𫓹：迫于短期挑战、压力

凤凰网科技01-13

苹果与谷歌达成AI合作凤凰网科技讯北京时间1月13日，苹果和谷歌周一联合宣布，双方已达成多年协议，苹果将使用谷歌Gemini驱动其下一代基础模型。对此，天风国际证券知名苹果分析师郭明𫓹表示，苹果选择谷歌是迫于短期挑战和压力。郭明𫓹在X上发帖称，苹果发展自研AI面临两个短期挑战，这迫使苹果与谷歌合作。首先，苹果今年在WWDC上的AI展示不允许再失败；第二，随着云端AI的发展，用户对AI服务的...

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Guo Mingyu: Due to short-term challenges and pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"GOOGL":1.91,"AAPL":1.97},"content_text":"苹果与谷歌达成AI合作凤凰网科技讯 北京时间1月13日，苹果和谷歌周一联合宣布，双方已达成多年协议，苹果将使用谷歌Gemini驱动其下一代基础模型。对此，天风国际证券知名苹果分析师郭明𫓹表示，苹果选择谷歌是迫于短期挑战和压力。郭明𫓹在X上发帖称，苹果发展自研AI面临两个短期挑战，这迫使苹果与谷歌合作。首先，苹果今年在WWDC上的AI展示不允许再失败；第二，随着云端AI的发展，用户对AI服务的质量标准不断提高，即使苹果做到过去对Apple Intelligence与Siri的承诺，现在看来也已不够，因此需要更强的设备端AI模型。他表示，虽然设备端AI在短期内预计难以推动硬件出货量增长，但这项合作可缓解苹果短期内来自各方的压力。不过，AI成为硬件、操作系统与用户体验核心是迟早的事，因此苹果在长期仍需面对提升其对AI核心技术掌控能力的挑战。郭明𫓹称，特斯拉的全自动驾驶系统(FSD)就是AI成为设备与用户体验核心的一个好例子。如果特斯拉的FSD算法来自其他厂商，那么特斯拉的竞争优势和市盈率估值肯定会比现在低。最后，郭明𫓹透露，苹果自研的AI服务器芯片预计在2026年下半年量产，自有数据中心预计在2027年开始建设并运营，这可能意味着苹果对设备端AI的需求预计将从2027年开始出现较为显著的增长。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603268403","isCrawlerRequest":true}