消息称约 90% 苹果私有云算力被闲置

IT之家09:30

IT之家 3 月 3 日消息，科技媒体 The Information 昨日（3 月 2 日）发布博文，报道称苹果的 AI 硬件战略正面临严峻挑战，因 Apple Intelligence 功能使用率远不及预期且内部基础架构严重碎片化，苹果目前高达 90% 的私有云计算（PCC）服务器处于闲置状态。数据表明，苹果为其私有云计算（Private Cloud Compute）储备的算力中，在数据中心...

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90% of Apple's private cloud computing power is idle","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.96,"AAPW":0.6,"AAPD":0.6,"AAPU":0.6,"AAPX":0.6,"MACW.SI":0.6,"AAPY":0.6,"APLY":0.6,"AAPB":0.6},"content_text":"IT之家 3 月 3 日消息，科技媒体 The Information 昨日（3 月 2 日）发布博文，报道称苹果的 AI 硬件战略正面临严峻挑战，因 Apple Intelligence 功能使用率远不及预期且内部基础架构严重碎片化，苹果目前高达 90% 的私有云计算（PCC）服务器处于闲置状态。数据表明，苹果为其私有云计算（Private Cloud Compute）储备的算力中，在数据中心实际部署比例仅为 10%，剩余约 90% 的 AI 服务器目前只能在仓库货架上闲置吃灰。IT之家援引博文介绍，加剧这一困境的深层原因在于苹果内部 AI 基础设施的严重碎片化。苹果不同的研发团队目前各自为战，使用着截然不同的技术栈，未能建立起统一的服务器技术架构。这种各自为政的研发模式不仅导致效率长期低下，还因基础设施重复建设引发了严重的成本超支。因此，苹果不得不暂时妥协，选择采用谷歌的服务器来驱动其下一代 Siri 聊天机器人。在短期过渡方案上，苹果计划于今年推出重大改版的 Siri。该版本将由一个拥有 1.2 万亿参数的定制版 Gemini AI 模型（内部称为 Foundation Models v10）提供算力支持。此外，苹果还计划在明年的 iOS 27 更新中推出一款独立的 Siri 聊天机器人。该机器人将运行在由苹果所有、但基于谷歌 TPU 和云基础设施的系统上，并搭载更先进的定制模型（Foundation Models v11），其性能预计可媲美 Gemini 3。为从根本上扭转受制于人的局面，苹果正全力推进代号为“Baltra”的自研 AI 服务器芯片（ASIC）项目。据悉，苹果已与博通展开深度合作，并将采用台积电最先进的 3nm“N3E”工艺制造。Baltra 芯片预计将采用先进的芯粒（Chiplet）架构，在单一封装内整合不同功能模块。这种模块化设计不仅能优化内部通信效率，还能帮助苹果向合作伙伴严格保密其整体芯片架构。","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":"","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; 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