OpenAI会革掉苹果的命吗?
AppleApple(US:AAPL) Hu Xiu·2025-05-24 14:42

Core Viewpoint - OpenAI has officially announced the acquisition of the startup io, founded by former Apple Chief Design Officer Jony Ive and others, marking a significant move into the hardware sector and a potential challenge to Apple [1][4][9]. Group 1: Acquisition Details - OpenAI's acquisition of io is reported to be valued at $6.5 billion, making it the largest acquisition in OpenAI's history [4]. - The team at io consists of 55 members with strong backgrounds in software and hardware engineering, including key figures who previously worked on iconic Apple products [9][10]. - Jony Ive will not be a formal employee of OpenAI but will serve as a consultant, contributing to the creative and design aspects of OpenAI and io [9]. Group 2: Implications for Apple - Following the announcement of the acquisition, Apple's stock dropped over 2%, indicating market concern regarding the potential impact on Apple's product structure [9]. - OpenAI's entry into the hardware space could disrupt Apple's established ecosystem, which relies on a combination of hardware, operating systems, and services [10]. - Analysts suggest that Apple's current AI capabilities are lagging behind those of leading AI companies, which could further pressure Apple's market position as AI products reach consumers directly [10][12]. Group 3: Future Developments - OpenAI and io plan to showcase their work by next year, with the new AI hardware product expected to be unveiled in 2026 and potentially begin mass production in 2027 [11]. - The collaboration with Jony Ive is seen as a strategic move for OpenAI, especially in light of competition from other tech giants like Google and Meta, who are also venturing into hardware [12].

OpenAI会革掉苹果的命吗? - Reportify