Recently, I am not convinced of the high -tech market and the whole world. Even at first glance of NVIDIA’s bulletproof stock, a hammering on Monday, and the company -based Deepseek has raised an investor about more efficient AI models, and has withstand the decrease in market capitalization of $ 58.9 billion. I did it.
However, Apple’s shares are more stable than the first quarter revenue report set after the closed bell on Thursday. Deepseek was a story about the technology world, but it took a slight hit, but Apple’s shares quickly rebounded 7 %. It can borrow the awareness of tracking rivals like Google and Microsoft on AI Investments. The company’s fate is not very close to AI’s success and failure.
Certainly, the new tent pole technology has declined with Apple Intelligence, Apple Intelligence, especially Apple Intelligence, which was introduced last summer. The approach of a small model is significantly contrasted with Openai and Google drama. I believe that the conventional wisdom in the space should be larger. As a result, most of the best -known models are trained with all information that all information developers can get, whether or not they may have a direct influence on Uzak Eli. 。
However, it is difficult or impossible to judge why a specific dataset is likely to fall into hallucinations with a large -scale black box approach, and it is easy for the model to be insufficient for a too small dataset. is. As the recent rollback of Apple Intelligence News Summaries has proved, just taking an approach focusing on model training is not a magical bullet.
In the case of Apple, iOS 18 provided an incorrect summary of the news app alert. (The news industry has already had sufficient problems because there is no incorrect information layer.) Apple did the right thing to pause the function and return to the drawing board. However, the problem on the first day can shake the trust of the investor if the function is an important part of the future strategy of the company.
These issues come in a difficult time for Apple. During the vacation, Apple has declined 18 % of the iPhone sales in China due to the expansion of competition with homemade brands such as OPPO, Vivo, Honor, and Xiaomi. After DIDE for the first Trump administration, Haway has seen a large -scale rebound in China as its internal harmony continues.
Apple’s Vision Pro (enabling room mapping depends on AI and machine learning models) is not useful for sales from a sales perspective.
But there is a problem here. If the AI category is proven that many analysts are expected, Apple’s diverse portfolios should strengthen their fate of the company. Many of the portfolios are associated with the company’s hardware aco -systems, so we hope to execute as many devices as possible in the important part of Apple’s small model approach.
Apple has also invested in a server designed to remotely process AI calculations in the form of Private Cloud Compute Service, which was released with Apple Intelligence. This is at least an important short -term solution. On the other hand, we released the “Distillation” version of the R1 AI model, which includes a small one to run in the laptop -an accurate AI model is the future in the future that is executed locally with personal consumer electronics. I gave you trust. This will be a great victory for iPhone manufacturers.
The immediate question for shareholders listening to Thursday phone calls the angle of Apple.
Apple explored partnerships after other companies related to generated AI development. At the WWDC in June, we announced a contract with Openai to integrate Chatgpt into a platform. The company is still open for future partnerships, and even slides planning with Google Gemini.
It makes sense to be a partner with Apple’s tall brands and a partner, but it’s too quick to say what it means for future Deepseek/Apple partnerships. DeepSeek’s US ambitions are linked to the relationship between the United States and China, and it is completely unknown how it will be deployed in the next few months and several years.
President Trump warned Deep Shek shortly after his debut, and told the media that “the release of Deep Shek AI from a Chinese company should be a call for an industrial awakening that needs to focus on competition.” The White House is also exploring what DeepSeek means for national security.
Apple has many speculation about what Apple’s own Chinese ambitions mean, but Apple is not sitting in his hand. Despite the past culture collisions, CEO’s Tim Cook has announced a $ 1 million donation to the presidential election committee at the time. The movement was very business -friendly because his fellow high -tech CEO accepted the re -election of President Wall Street.
The more complicated problem is a historic hostile relationship with President Big Technology, which Vice President JD Vans has recently stated that he is “too much power.”
Apple has navigated this week’s volatility better than others. However, when reporting the first quarter of revenue after the Bell on Thursday, Apple must lay out the aggregate strategy for selling the iPhone in AI and China. For the first time, the future is uncertain.