Core Insights - Apple plans to launch its own AI-driven search tool next year, intensifying competition with OpenAI and Perplexity AI Inc. [1] - The new system, internally dubbed "World Knowledge Answers," aims to integrate with Siri and potentially be applied to Safari and Spotlight [1][2] - The initiative is part of a long-awaited upgrade for Siri, which is expected to be released in spring as an "answer engine" [1][2] Group 1: Siri Upgrade and AI Integration - The new search experience will feature an interactive interface that integrates text, photos, videos, and local points of interest, providing AI-driven summaries for faster and more accurate results [2] - Current Siri struggles with complex queries and often defaults to Google or ChatGPT for answers, highlighting its shortcomings in Apple's AI capabilities [2] - Apple is working on a comprehensive upgrade for Siri, which will allow it to utilize personal data and screen content for better query handling [4] Group 2: Collaboration with Google - Apple has reached an agreement with Google to evaluate AI models developed by Google for supporting Siri, indicating a collaborative approach to enhance Siri's capabilities [1][6] - The new Siri will potentially use a customized version of Google's Gemini model, which will run on Apple's private cloud servers [6][7] - Apple is also considering using Anthropic's Claude model but is currently leaning towards Google's technology due to more favorable financial terms [7] Group 3: Future Developments and Strategic Moves - Apple plans to visually revamp Siri and develop a health AI agent to support a paid health subscription service by 2026 [8] - During the development of the new Siri, Apple has considered acquisitions, including discussions with Perplexity and Mistral, although it is no longer actively pursuing these options [9] - The company is facing a talent exodus, with key members of its AI team leaving for competitors, which may impact its development efforts [9]

Group 1 - OpenAI is investigating issues with ChatGPT not displaying responses, with over 1000 user reports since 7 AM UK time [1] - Anthropic has completed a $13 billion Series F funding round, raising its valuation to $183 billion, tripling its earlier valuation this year [1] Group 2 - Disney has reached a settlement with the Federal Trade Commission, agreeing to pay a $10 million fine for illegally collecting children's data on YouTube without parental consent [2] - A jury has ruled that Google violated the privacy rights of nearly 100 million users by misleading them about data tracking settings [2] Group 3 - Apple's AI talent is experiencing significant turnover, with the head of its AI robotics research leaving for Meta, alongside three other researchers from its large language model team [3] - Apple plans to launch its first foldable iPhone in 2026, with expected shipments of 8-10 million units, increasing to 25 million units in 2027 [4] Group 4 - Apple is expected to release Vision Air in 2027, which will address weight and pricing issues of Vision Pro, with anticipated shipments reaching one million units [6] - Samsung is set to mass-produce the world's first 2nm chip, Exynos 2600, which has completed development [7] Group 5 - ByteDance is implementing an option grant plan for its Seed department, primarily for tech employees in the large model direction, with total options potentially reaching millions [8] - Trip.com has announced that all product and research employees can work from home without approval, aiming to enhance work-life balance and foster a culture of trust [9] Group 6 - Xiaomi has published a patent related to vehicle inspection methods aimed at improving traffic efficiency and reducing congestion [9] - Xiaohongshu is facing a lawsuit from a TVB subsidiary over copyright infringement, with the case set to be heard in October 2025 [10]

Core Viewpoint - Apple is planning to launch its own AI search engine named "World Knowledge Answers" in Spring 2026, aiming to compete directly with ChatGPT and Perplexity [8][9]. Group 1: AI Search Engine Development - Apple is preparing a "counterattack" in the AI space by transforming Siri into a new AI-driven search assistant [7]. - The new system will be integrated into Siri, allowing users to ask questions and receive concise answers generated by an AI summarization system [9][10]. - Apple is considering a partnership with Google to utilize Google's models for some functionalities of Siri [11][12]. Group 2: Market Reaction - Following the announcement of the search engine plans, Apple's stock price rose by 3.8%, marking the largest single-day increase in nearly a month [5]. Group 3: Talent Acquisition and Retention - Apple is facing a talent crisis, having lost 10 AI team members in a short period, including key figures from its foundational model team [18][19]. - Despite the halted acquisition discussions with Perplexity, Apple may still pursue other acquisition opportunities to bolster its AI talent pool [16][17]. Group 4: Strategic Partnerships - Apple and Google have a long-standing partnership in the internet search domain, with Google contributing approximately $20 billion annually to Apple [13]. - A formal agreement has been reached for Apple to evaluate and test Google's AI models to support Siri [14].

Group 1: OpenAI and Anthropic Developments - OpenAI is investigating issues with ChatGPT not displaying responses, with over 1000 user reports since 7 AM UK time [1] - Anthropic has completed a $13 billion Series F funding round, raising its valuation to $183 billion, tripling its earlier valuation this year [1] Group 2: Disney and Google Legal Issues - Disney has agreed to pay a $10 million fine for illegally collecting children's data on YouTube without parental consent [2] - A jury has ruled that Google violated the privacy rights of nearly 100 million users by misleading them about data tracking settings [2] Group 3: Apple Talent and Product Developments - Apple has experienced a talent drain in its AI division, with key personnel leaving for Meta, including the head of its AI robotics research [3] - Apple is expected to launch its first foldable iPhone in 2026, with projected shipments of 8-10 million units in the first year [4] - Apple plans to release Vision Air in 2027, which is expected to weigh 40% less and cost over 50% less than the current Vision Pro, with anticipated shipments reaching one million units [6] Group 4: Samsung and Chip Technology - Samsung is set to mass-produce the world's first 2nm mobile SoC chip, Exynos 2600, which has completed development [7] Group 5: ByteDance and Employee Incentives - ByteDance is implementing an option grant plan for its Seed department, primarily for AI model-focused technical staff, with total options potentially reaching millions [8] Group 6: Ctrip and Work Flexibility - Ctrip has announced that all product and research employees can work from home without prior approval, aiming to enhance work-life balance and foster a culture of trust [9] Group 7: Xiaomi and Traffic Technology - Xiaomi has published a patent for a vehicle inspection method aimed at improving traffic efficiency and reducing congestion [9] Group 8: Xiaohongshu Legal Issues - Xiaohongshu's operator is being sued by a company under TVB for infringing on network dissemination rights, with a court date set for October 2025 [10]

Core Insights - The global smartwatch shipment volume has increased by 8% year-on-year, marking a return to growth after five consecutive quarters of decline [3][4]. - Huawei has surpassed Apple for the first time in smartwatch shipments, becoming the global leader in Q2 2025, driven by a 52% year-on-year growth [4][6]. - The Chinese market plays a crucial role in this recovery, with rising consumer demand and a focus on multifunctional, ecosystem-integrated devices [4][8]. Market Performance - Huawei's global shipment share reached a historic high of 20% in Q2 2025, benefiting from strong performance in the Chinese market and strategic expansion overseas [8]. - China has become the largest high-end smartwatch market globally, surpassing North America for the first time [8][11]. - The overall smartwatch market is expected to continue its recovery in 2025, with an estimated growth rate of around 7% [8][11]. Competitive Landscape - Apple has experienced a decline in global smartwatch shipments for seven consecutive quarters, losing its top position, but remains a leader in the high-end segment due to its iOS ecosystem and strong user loyalty [9][11]. - Xiaomi and Little Genius have seen significant growth in shipments, with Xiaomi excelling in the budget smartwatch market and Little Genius dominating the children's smartwatch segment [9]. - Samsung's shipments have decreased by 3%, reflecting a broader trend of consumer hesitation in purchasing, as many are waiting for new product releases expected in Q3 2025 [9][11]. Regional Insights - The strong performance of domestic brands and a loyal user base have propelled China to become the largest market for high-end smartwatches in Q2 2025 [11]. - The growth in the Chinese market is supported by affordable options, government subsidies, and deep integration with local application ecosystems [11]. - The global smartwatch market is entering a new innovation cycle, with health and AI becoming core differentiators for long-term competitive advantage [11].

Group 1 - The core ruling in the Google antitrust case allows Google to continue its partnership with Apple, ensuring Google remains the default search engine on Apple devices, which generates over $20 billion annually for Apple [1][3] - The judge's decision counters the U.S. government's claims that Google's payments to Apple reduce competition, arguing that prohibiting these payments would actually strengthen Google's market position by allowing access to Apple's large user base [1][7] - Following the ruling, both Google and Apple saw significant stock price increases, with Google rising over 9% and contributing to a 1% gain in the Nasdaq index [1] Group 2 - The $20 billion payment from Google, while only about 5% of Apple's total annual revenue, contributes significantly to Apple's profits due to low incremental costs associated with this revenue stream [3] - Apple's services division, which includes Google's payments, has a gross margin of 75%, compared to 37% for its hardware business, highlighting the importance of this revenue source [3] - The ruling comes at a critical time for Apple, which is facing challenges such as stagnant iPhone revenue growth and pressure to relocate manufacturing back to the U.S. amid trade tensions [4][5] Group 3 - Despite the favorable ruling, both companies still face ongoing regulatory scrutiny, with Google dealing with other legal challenges in the U.S. and Europe, and Apple not entirely free from legal risks [7] - The judge indicated that if the remedies imposed do not effectively restore competition, he is prepared to revisit the payment ban, suggesting that legal risks remain for both companies [7]

据媒体报道，苹果计划明年为Siri推出由AI支持的网页搜索工具，对标OpenAI和Perplexity等竞争对手。 报道称，长期以来，Siri在处理复杂或常识性问题时表现不佳，常常只能将用户导向谷歌搜索或 ChatGPT，这被视为苹果在AI领域落后的象征。此次代号为"Linwood"和"大语言模型Siri"的技术革新， 正是为了彻底改变这一局面。 三六零：旗下拥有纳米AI搜索。 *免责声明：文章内容仅供参考，不构成投资建议 此前中信建投认为，AI搜索带来更智能化的搜索体验，中长期有望像抖音、小红书等垂类APP那样，成 为新的流量入口。 *风险提示：股市有风险，入市需谨慎 目前AI搜索主要将大模型能力应用于问题理解与信息总结，输出涵盖范围广、准确度高、结构化的搜 索结果。中长期而言，AI搜索有望从单纯的搜索工具，转化为新的流量入口，一站式完成信息搜索和 商品/服务购买，并向相应的服务商收取交易分成。 公司方面，据上市公司互动平台表示， 昆仑万维：在AI大模型、AI搜索、AI短剧、AI音乐等多个领域布局。 ...

周二，Meta证实Jian Zhang已加入该公司的机器人工作室。此外，据知情人士透露，除了Zhang之外， 另外还有三名相关领域研究人员也即将离开苹果公司内部的大型语言模型团队，这使得苹果内部团队的 状况更加动荡。 Meta试图在机器人领域发力 在硅谷抢人大战中，Meta正不断推进其自身的产品开发。除了提供智能眼镜和人工智能功能外，该公 司还在大力投资用于仿人机器人的操作系统和底层硬件组件。 苹果公司负责机器人领域的首席人工智能研究员Jian Zhang已离职，转投竞争对手公司 Meta。 iPhone制造商苹果又遭遇了一次人工智能方向的专业人才外流，据悉苹果公司负责机器人领域的首席人 工智能研究员Jian Zhang已离职，转投竞争对手公司Meta的"怀抱"。 而Jian Zhang是位机器人研究专家，他在苹果就职期间领导着一个由该领域学者组成的小型团队，专注 于自动化技术以及人工智能在相关产品中的作用，该小团队隶属于苹果公司的人工智能和机器学习部 门。 因此，Zhang此次入职Meta将助力后者在机器人领域的发展。据悉，Zhang入职的机器人工作室隶属于 Meta的Reality Labs部门。 据悉， ...

当地时间9月3日，美股三大指数表现分化，道指收盘跌0.05%，纳指涨1.02%，标普500指数涨0.51%。 美国消费者新闻与商业频道（CNBC）称，美国联邦法院就谷歌案做出裁决后，标普500指数周三上涨，该反垄断案强化了人们对科技巨头能够抵御监管 威胁的乐观情绪。 大型科技股普遍上涨，谷歌涨超9%，股价创历史新高。消息面上，美国联邦法官近期裁定谷歌可以保留其Chrome浏览器，但不得与其达成独家搜索协 议，且必须共享其搜索数据。这意味着美国法院不会强迫谷歌出售其Chrome浏览器或Android系统。另外，苹果涨超3%，特斯拉涨超1%，亚马逊、脸 书、微软小幅上涨，英伟达小幅下跌。 康宝浓汤涨超7%，德康医疗涨超6%，西部数据涨近5%，卡夫亨氏、希捷科技涨超3%，高乐氏、挪威游轮控股、戴尔科技涨超2%，沃尔玛、芝加哥交易 所集团、美联航、博通、雅诗兰黛涨超1%。 另外，美元树跌超8%，直觉外科跌近6%，EOG能源、康菲石油跌超4%，戴文能源、西方石油跌超3%，KKR、星巴克、埃克森美孚、雪佛龙、美国运通 跌超2%。 纳斯达克中国金龙指数微跌0.19%。正业生物跌超23%，再鼎医药跌超6%，蔚来、逸仙电商跌超 ...

Apple is reportedly developing an artificial intelligence (AI)-powered web search tool that could be added to its Siri voice assistant, its Safari web browser and its Spotlight search features on the iPhone.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS ...