库克罕见“打鸡血”：AI 革命属于苹果

Core Viewpoint - Apple is making significant investments in AI and aims to catch up in the AI race, despite starting late compared to competitors like OpenAI, Google, and Microsoft [5][28]. Group 1: AI Ambitions - CEO Tim Cook emphasized the importance of AI, stating its impact is comparable to that of the internet and smartphones [4]. - Cook expressed confidence that Apple will create a "modern version" of AI products, similar to its past innovations in other tech categories [6][7][8]. - Apple is developing a new architecture for Siri, with a major overhaul expected to be released in spring next year [12]. Group 2: Investment and Hiring - Apple has hired 12,000 new employees in the past year, with 40% joining the R&D department, highlighting the company's focus on AI [15]. - The company is working on a powerful cloud computing server chip, codenamed "Baltra," to support AI functionalities [15][16]. Group 3: Retail Strategy and Future Products - Apple plans to open new stores in emerging markets such as China, India, and the UAE, while also investing in online sales [17][18][19]. - Cook hinted at exciting upcoming products, potentially including a foldable iPhone and smart glasses, as the company approaches the 20th anniversary of the iPhone [20][21]. Group 4: Challenges and Market Performance - Apple faces challenges from tariffs and increased regulatory scrutiny, which could impact its operations [24][25]. - Despite these challenges, the company reported nearly 10% sales growth in the last quarter, exceeding Wall Street expectations [27].