一年要砸10亿美元！苹果“悄悄”对AI发力_老虎社区_美港股上老虎

一年要砸10亿美元！苹果“悄悄”对AI发力

华尔街见闻2023-10-24

最近有分析称，苹果最早明年将生成式AI融入iPhone和iPad，可能将云端AI和“边缘AI”结合，很可能从iOS 18和iPadOS 18开始推出生成式AI功能。虽然没有像谷歌和微软那样动辄因为人工智能（AI）研发工具或应用上头条，但苹果并非没有发力AI。今年7月曾有媒体称，苹果在开发自己的生成式AI工具，去年就创建了开发大语言模型的框架Ajax，已借助Ajax开发了类似ChatGPT的苹果...

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Apple \"quietly\" exerts its strength on AI","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e6ab462ca4b6505f570b45a899d00f93","symbols_score_info":{"AAPL":1},"content_text":"最近有分析称，苹果最早明年将生成式AI融入iPhone和iPad，可能将云端AI和“边缘AI”结合，很可能从iOS 18和iPadOS 18开始推出生成式AI功能。虽然没有像谷歌和微软那样动辄因为人工智能（AI）研发工具或应用上头条，但苹果并非没有发力AI。今年7月曾有媒体称，苹果在开发自己的生成式AI工具，去年就创建了开发大语言模型的框架Ajax，已借助Ajax开发了类似ChatGPT的苹果GPT。当时曝光的媒体称，苹果在研究改进底层模型，目前没计划对消费者发布，高管还未明确怎样发布AI工具。有评论称，对苹果来说，接下来关键是要判断，是否掌握的AI技术足以应对科技业的竞争，以及怎样真正将AI技术运用到自家产品中。最近有媒体获悉，苹果负责AI和软件工程的高级副总裁John Giannandrea和 Craig Federighi正在带头开展上述AI方面的工作。苹果内部将他们称为生成式AI相关开发的“执行发起人”。主管苹果服务的高级副总Eddy Cue也参与其中。目前，上述三位苹果高管计划，对开发生产时AI产品每年投入10亿美元。上周末华尔街见闻文章提到，海通国际证券的分析师Jeff Pu认为，苹果计划最早在2024年年底将生成式AI技术融入iPhone和iPad。Pu的供应链调查显示，为实现此功能，苹果今明两年将设立几百台的AI服务器。Pu认为，苹果将提供云端AI和“边缘AI”的结合，苹果还在决定如何合法合规使用客户个人隐私数据，因此还需要一段时间才能看到苹果GPT。若按计划推进，苹果的AI可能2024年底落地，很可能从iOS 18和iPadOS 18开始推出生成式AI功能。文章提到，苹果关注到生成式AI的时间远比外界想象的更早。四年前，苹果的AI主管John Giannandrea授权组建了一个团队来开发对话式AI、即大语言模型，展示了苹果对该领域的重视。去年ChatGPT大热后，苹果AI团队也“急了”，为了加速开发LLM，苹果不仅大幅增加了研究经费——每天烧掉数百万美元，还从谷歌挖来了许多工程师。苹果员工一致认为，他们的Apple GPT大模型能力已经超过了GPT-3.5。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}