22 August 2025 | 6:49PM BST GS Equity Radar Unpacking AI, capex and key research from the week New podcast: Unpacking AI from a Generalist Perspective. One area where the increase in capex is not a debate is AI (more on capex below), and we have had a series of content out on the back of the AI and Semis Symposium Alex Duval hosted a few weeks ago. We put out a new podcast this week with Alex which runs through his findings filtered for a generalist PM – we cover the different terms and what they mean (Agen ...

来源：环球网 【环球网科技综合报道】在人工智能浪潮席卷科技界的当下，苹果的智能语音助手Siri也迎来了升级的 关键节点。8月23日，据彭博社报道，苹果正与谷歌就使用谷歌的Gemini AI作为下一代更智能版Siri的 核心技术展开洽谈。 外媒MacRumors指出，其实，苹果在为Siri寻找合适的"大脑"过程中，并非只与谷歌接触。此前，苹果 还曾与OpenAI和Anthropic进行过洽谈，这两家公司也一直在为苹果的服务器开发其模型的版本。这表 明苹果在升级Siri的道路上，采取了广泛撒网、多方探索的策略，力求找到最适合的合作伙伴。 尽管苹果积极寻求与外部人工智能公司合作，但该公司并未放弃内部研发。MacRumors消息指出，目 前，苹果正在测试包括自家模型在内的多款大语言模型（LLM），以确定哪一款能为消费者提供最佳 效果。据悉，新一代Siri有两个版本正在开发中，一个版本采用苹果自家模型，另一个版本则运行第三 方模型。 虽然目前Siri的升级之路还存在诸多变数，但MacRumors报道称，采用大语言模型的Siri有望于2026年春 季推出。（旺旺） 目前，双方的讨论尚处于初期阶段，但苹果已展现出积极的态度 ...

与此同时，值得注意的是，苹果与谷歌已有的搜索合作协议面临挑战。美国司法部对谷歌与其他公司签 订的排他性协议提出异议，可能对谷歌在苹果设备上的搜索地位产生影响。这一潜在风险使得谷歌在 AI领域的技术合作显得尤为重要，以便在多变的市场环境中保持竞争优势。 来源：市场资讯 （来源：美股情报站） 8月22日，谷歌C（GOOG）的股价表现异常亮眼，再度上涨3.04%，实现两连涨，并创下自2022年7月 以来的最高盘中价格，这无疑让投资者倍感振奋。然而，全球经济波动、市场竞争和技术创新层出不 穷，如何看待这些因素的影响，成为投资者评估谷歌未来走势的关键。 近期，有媒体报道指出，苹果与谷歌正展开初步磋商，探讨将谷歌的Gemini AI技术应用于新版Siri语音 助手，这一消息无疑引发了市场的高度关注。苹果公司在生成式人工智能领域的发力，意在借助谷歌先 进的技术优势，提升Siri的智能化水平。这一合作动向无疑为谷歌的股价注入了上行动力，同时也显示 出科技巨头们在人工智能领域竞争与合作的微妙关系。 苹果在人工智能领域起步稍显迟缓，此次与谷歌的合作尝试则彰显出其加速追赶的决心。在这一过程 中，苹果还曾与其他公司如Anthropi ...

苹果近期已与Alphabet旗下的谷歌接洽，探讨为预计明年上线的新版Siri打造一款定制AI模型的可能性。谷歌已开始训练一款可在苹果服务器上运行的 模型。这标志着苹果在外包人工智能技术方面迈出关键一步。 当地时间周五，据媒体报道，苹果正与谷歌洽谈合作，进行初步讨论，苹果探索采用谷歌的Gemini AI来支持其新版的Siri语音助手。这标志着苹果在外 包人工智能技术方面迈出关键一步。消息出炉后，谷歌A涨幅达到3.8%。 苹果近期已与Alphabet旗下的谷歌接洽，探讨为预计明年上线的新版Siri打造一款定制AI模型的可能性。谷歌已开始训练一款可在苹果服务器上运行的 模型。 苹果距离最终决定仍有数周时间，目前尚未确定是否继续使用自研模型，还是选择外部合作伙伴。苹果和谷歌的发言人均拒绝置评。 此次潜在转向源于Siri升级计划的延迟。该升级原计划今春发布，旨在通过调用用户个人数据执行指令，并让用户完全通过语音操控设备。但由于工程 受挫，发布时间被推迟了一年。 在挫败之后，苹果将AI负责人John Giannandrea排除在Siri开发之外。该项目现由软件主管Craig Federighi和Vision Pro头显的 ...

消息称，苹果正与谷歌洽谈合作，探索采用Google的Gemini AI来支持其新版的Siri语音助手。这标志着苹果在外包人工智能技术方面迈出关键一步。受消息影响，Google股价涨幅超3%。 ...

Alphabet has a good incentive to partner with Apple to make Siri smarter.Alphabet (GOOG 2.83%) (GOOGL 2.91%) moved higher today -- and well, yes, pretty much everyone is moving higher after Federal Reserve Chairman Powell hinted at the Federal Reserve conference in Jackson Hole, Wyoming, that he's considering lowering interest rates this year -- but Alphabet in particular went on a 3.7% romp that's more than twice as big as today's gain on the Nasdaq Composite (^IXIC 1.71%) generally.And why?Because accordi ...

We've got a newsletter in the tech sector and Steve Kobach has a story for us. Steve. >> Yeah, I got that news alert for you right here.Look at shares of Alphabet. They are hitting session highs on this report that just crossed from Bloomberg saying that Apple is now considering Google's Gemini AI system to power that big AI upgrade for Siri that was delayed earlier this year because Apple couldn't get it off the ground using its own AI technology. We see Alphabet shares up here about 3% Morgan on this news ...

Apple is in early talks to use Google’s Gemini AI to revamp the Siri voice assistant, Bloomberg News reported on Friday, citing people familiar with the matter.Alphabet’s shares were up 3.7% while Apple’s stock was up 1.6%, both extending gains in afternoon trading following the report.Apple recently approached Alphabet’s Google to develop a custom AI model to power a redesigned Siri next year, the report said. nicholasjermy – stock.adobe.comApple recently approached Alphabet’s Google to develop a custom AI ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 苹果探索采用谷歌公司Gemini AI来支持其改版的Siri。谷歌A涨幅达到3.8%。 ...

As many kids head back to school, artificial intelligence is also returning to some American classrooms. >> But then you can actually see the visual come to life. Florida's Miami Dade County, one of the country's largest school districts, is embracing AI as both an administrative aid and as a teaching tool.>> Our kids are learning 24/7. So AI responds to this uh demand that we have in this world for quick information, quick knowledge. To achieve this, Miami date has partnered with Google, offering the compa ...