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重磅转向!传苹果(AAPL.US)拟弃自研AI模型,Siri或求OpenAI/Anthropic“外援”迎头赶超
智通财经网· 2025-07-01 00:30
智通财经APP获悉,据知情人士透露,苹果公司正考虑采用Anthropic或OpenAI的人工智能技术驱动新 版Siri,计划搁置自研模型,旨在扭转其在生成式AI领域的落后局面,这一决策或将颠覆行业格局。 这家iPhone制造商已与两家公司就使用大语言模型(LLM)升级Siri展开谈判,并要求对方训练适配苹果云 架构的定制化模型用于测试。若最终落定,将标志着苹果战略的重大转向——其目前多数AI功能依赖 自研的"苹果基础模型",原计划2026年推出基于该技术的新版语音助手。 若Siri转而采用Anthropic的Claude或OpenAI的ChatGPT模型,无疑是对苹果在生成式AI领域竞争力不足 的承认,而这一技术被视为数十年来最重要的创新。尽管苹果已允许ChatGPT在Siri中回答网页搜索查 询,但语音助手核心仍由自研技术支撑。知情人士称,第三方模型评估尚处早期阶段,内部代号"LLM Siri"的自研项目仍在推进。 技术博弈与商业分歧 Siri的十年困局与管理层洗牌 评估第三方模型的计划由Siri负责人迈克·罗克韦尔(Mike Rockwell)与软件工程主管克雷格·费德里吉 (Craig Federigh ...
Despite tariffs, Andy Jassy says Amazon hasn't 'seen prices appreciably go up,' so far
CNBC· 2025-06-30 23:00
In a Monday interview with CNBC's Jim Cramer, Amazon CEO Andy Jassy said the tech giant hasn't seen significant price increases, and he explained the mitigation strategies his company and its sellers are using."We did a lot of forward buying several months ago, and then a lot of our sellers, our third party selling partners, forward deployed a lot of inventory to avoid some of the issues with the uncertainty around where tariffs are going to settle," he said. "And we have, so far, not seen prices appreciabl ...
The emerging skillset of wielding coding agents — Beyang Liu, Sourcegraph / Amp
AI Engineer· 2025-06-30 22:54
[Music] My name is Bang. I'm the CTO and co-founder of a company called Source Graph. Uh we build developer tools and today I want to share with you some of the observations and insights that we've had on this sort of like emerging skill set of how to wield coding agents. That sound good to everyone? All right, cool. Um, okay. So, let's check in on the uh the the agent discourse. Uh, I don't know if you all saw this, but a couple days ago there were some spicy tweets about the the efficacy of AI coding agen ...
Meet NVIDIA Training Customer: EXFO
NVIDIA· 2025-06-30 20:40
Now the moment has come for India to be exporter of AI to the world. And I want to be part of that mission by upscaling my AI or a generative AI area in my role. Being a sales guy, it will help me to articulate the benefits of AI, Gen AI to my potential customers, to build a meaningful conversations and convey the business benefit to them.So for a sales professional, when I go in front of a customer, I should be technically conversant with the technology which I'm selling, My technical guys are behind me. B ...
CVS vs. Amazon: Healthcare Battle Continues- Which Stock to Buy Now?
ZACKS· 2025-06-30 20:01
Core Insights - Amazon's entry into healthcare has significantly disrupted the traditional pharmacy landscape, raising concerns for established players like CVS Health [1][3] - CVS Health is rebounding strongly in 2025, becoming one of the top performers in the S&P 500, with a focus on integrated care and leveraging its extensive physical presence [2][10] Group 1: Company Strategies - Amazon is leveraging its logistics capabilities and technology to redefine healthcare delivery, including AI-powered prescription fulfillment and at-home diagnostics [1][5][7] - CVS Health is capitalizing on its vast network of over 9,000 retail pharmacies and integrated services to provide coordinated care and improve patient outcomes [4][6] Group 2: Performance Metrics - CVS Health reported $95 billion in revenue in Q1 2025 and has achieved a year-to-date stock performance of 56%, ranking eighth in the S&P 500 [2][10] - In contrast, Amazon's stock has only risen by 1.8% year-to-date, placing it at number 262 in the S&P 500 rankings [10][9] Group 3: Financial Projections - The Zacks Consensus Estimate for CVS's 2025 earnings per share suggests a 12.7% improvement from 2024, indicating strong growth potential [12] - Amazon's 2025 EPS is projected to improve by 12.5% over the previous fiscal year, reflecting ongoing growth in its healthcare initiatives [14] Group 4: Valuation Comparisons - CVS is trading at a forward price-to-earnings ratio of 10.48X, which is above its five-year median, yet remains attractively valued compared to Amazon's 33.3X [15] - Amazon's current valuation is below its five-year median, suggesting potential for future growth but also indicating higher execution risk in its healthcare ventures [15][16]
Over a Third of US Population Uses GenAI
Bloomberg Technology· 2025-06-30 19:46
What's notable is millennials have been the lion's share of who and adopted it fast across work and play. But Gen Z is ramping up. That's right.I mean, right now, as of 20 down to 2025, when our 2025 numbers are for, we're expecting about the same number of Gen Z and millennials to be using generative A. I. tools.So a big ramp up from Gen Z and in fact, it's starting to be a ramp up from Gen Alpha to. You can think about this in the context of the population. Or you can think about it in the context of Inte ...
X @The Economist
The Economist· 2025-06-30 19:02
Having made a fortune telling others how to adapt to newfangled tech, Accenture now faces the selfsame predicament in the age of generative AI https://t.co/sl5F3OLjbK ...
Meta spending big on AI talent but will it pay off?
TechXplore· 2025-06-30 15:46
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Meta chief executive Mark Zuckerberg's controlling interest in the tech titan frees him to have the company invest heavily in artificial intelligence efforts. Mark Zuckerberg and Meta are spending billions of dollars for top talent to make up ground in the generative artificial intelligence race, sparking doubt about the wisdom ...
Zynex taps Steve Dyson as chief executive officer
Proactiveinvestors NA· 2025-06-30 14:17
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Trust Stamp Partners with Neural Payments to Bring Innovative ID Security to the $3.2 Trillion P2P Payment Sector
Globenewswire· 2025-06-30 13:30
With 8% of all banking customers saying they’ve been victimized by a P2P scam in the last 12 months, Trust Stamp and Neural Payments partner to decrease the risk of fraud and make banks and their customers more secure Atlanta, GA, June 30, 2025 (GLOBE NEWSWIRE) -- Trust Stamp (Nasdaq: IDAI) today announced a partnership with Neural Payments for the integration of Trust Stamp’s low-code Orchestration Platform. Neural Payments provides banks and credit unions with real-time person-to-person (P2P) payments, ad ...