美股研究社·2025-07-02 11:39Group 1: AI Server Market - North American large CSPs remain the main drivers of AI Server market demand, with a forecasted shipment growth of double digits by 2025, despite a slight downward adjustment of global AI Server shipment growth to 24.3% for this year due to international circumstances [3] Group 2: AI Companies Performance - "AI unicorn" Anthropic has reached an annual revenue of $4 billion, which is approximately $333 million per month, showing a nearly fourfold increase since the beginning of the year [4] - OpenAI's CEO Sam Altman criticized Meta's aggressive talent acquisition from OpenAI, stating that while Meta has hired some good talent, they have not secured the top-tier individuals [4] Group 3: Smartphone Market Outlook - Jefferies has downgraded its smartphone sales forecast for 2025 to 2027 by 2% to 4% due to various uncertainties, including U.S. tariff policies and a lack of innovation [6] - Despite the overall instability in the smartphone market, Jefferies raised its iPhone sales forecast by 4% due to strong demand in China and extended discount activities [6][7] Group 4: Android Device Performance - During the recent 618 shopping festival, Android device sales saw minimal growth, with a year-on-year increase of only 1%, while iPhone sales grew by 19% [7] - High inventory levels for Android devices prior to the 618 festival indicate ongoing challenges, leading to a downward adjustment in global sales forecasts [7] Group 5: OpenAI's Chip Strategy - OpenAI has no immediate plans to use Google's TPU chips, focusing instead on Nvidia's GPUs and AMD's AI chips to meet its growing demands [8] - Reports suggest that OpenAI has begun early testing of Google's TPU but has not committed to large-scale deployment [9][10]