Core Insights - Apple Inc. is considering utilizing AI technology from Anthropic PBC or OpenAI for a new version of Siri, moving away from its in-house models in a significant strategic shift [1][4][5] - Discussions with both companies are ongoing, focusing on training their large language models to operate on Apple's cloud infrastructure [2][22] - This potential transition indicates Apple's struggle to compete in the generative AI space, which is seen as a critical technology advancement [4][10] Company Strategy - The current AI features of Apple are primarily powered by its own technology, known as Apple Foundation Models, with plans for a new Siri version based on this technology set for 2026 [3][5] - The exploration of third-party models is still in early stages, and no final decision has been made yet [5][12] - The internal project named LLM Siri continues to be developed alongside the discussions with external AI providers [5][10] Leadership and Management Changes - The evaluation of external models is led by Siri chief Mike Rockwell and software engineering head Craig Federighi, following the reassignment of responsibilities from AI chief John Giannandrea [7][29] - Rockwell has directed his team to assess the effectiveness of Siri using both in-house and third-party technologies [9][10] - Giannandrea's influence within the company is diminishing as responsibilities are shifted to other executives [28][29] Talent and Morale - There are concerns regarding team morale as some engineers feel blamed for the company's AI shortcomings, leading to potential talent loss to competitors offering significantly higher salaries [18][19][20] - Apple has made counteroffers to retain key talent, indicating the competitive landscape for AI engineers [21] Financial Considerations - Apple is negotiating financial terms with Anthropic, which is seeking a multibillion-dollar annual fee that escalates over time, complicating the potential partnership [27] - The company has already allocated a multibillion-dollar budget for 2026 to support its own AI model development [12] Future Developments - If Apple proceeds with third-party models, it may enhance Siri's capabilities to match those of AI assistants on Android devices, potentially improving its market position [5][10] - Apple is also exploring acquisitions to bolster its AI capabilities, including discussions with Perplexity and Thinking Machines Lab [16]

【环球网科技综合报道】7月1日消息，据彭博社知名产业记者马克・古尔曼报道，苹果公司正考虑调整其人工智能发展策略，计划放弃自研内部模型，并已 与Anthropic及OpenAI就相关合作展开讨论，评估将这两家公司的大语言模型应用于Siri语音助手的可能性。 据知情人士透露，苹果方面要求两家公司训练适配苹果云基础设施的专用模型版本，此举旨在进一步强化用户隐私保护。古尔曼认为，若此次合作达成，将 意味着苹果放弃原定2026年基于自研"Apple Foundation Models"升级Siri的计划，这一变动可能会引发广泛关注。 消息人士表示，Siri负责人麦克・洛克威尔正主导外部模型的测试工作，多轮测试结果显示，Anthropic的Claude模型表现优于ChatGPT。目前，苹果企业发 展副总裁阿德里安・佩里卡已启动与Anthropic的谈判，但Anthropic提出了每年数十亿美元且逐年激增的授权费要求。若谈判未能达成一致，苹果可能会转 向OpenAI或其他合作商。 在内部研发方面，苹果AI负责人约翰・詹南德雷亚主导的"LLM Siri"项目仍在推进，但进度较为缓慢。该项目的基础模型团队约有100人，由谷歌前 ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | ON | NCP1096PAG | 9K | | ST | STM32H750VBT6 | 10K | | NEXPERIA | PESD3V3W1BCSFYL | 110K | | ON | FODM124R2 | 15K | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | Microchip | SY88349NDLMGTR | 11K | 21+ | | U-BLOX | SARA-R412M-02B | 9.8K | 21+ | | ROHM | BU27030NUC-E2 | 24K | 24+ | | MELEXIS | MLX90371GGO-BCC-300-RE | 3K | 24+ | | ROH ...

Group 1: Baidu's Digital Human Advancements - Baidu announced the creation of the industry's first super anchor digital human, Luo Yonghao, during its AI Day event [1] - The company introduced four major breakthroughs in persuasive digital humans, including the first dual digital human interactive live broadcast room, enhancing marketing conversion and consumer experience [1] - The digital human technology has made significant progress, allowing for multi-modal integration and the ability to handle complex tasks, achieving sales performance comparable to real humans [1] Group 2: Alibaba's AI Model Adaptation - Alibaba's Tongyi team has open-sourced the new Qianwen 3 quantitative model, fully adapting it to Apple's MLX framework, which is optimized for Apple hardware [2] - This adaptation injects new vitality into Apple's AI ecosystem, supporting localized AI operations on personal devices [2] - The integration of Qianwen 3 enhances Alibaba's AI capabilities and expands its application scenarios, boosting its influence in international markets [2] Group 3: Apple's AI Department Challenges - Reports indicate that John Giannandrea, Apple's Senior Vice President of AI and Machine Learning Strategy, is gradually fading from the company's core management and may soon leave [3] - Giannandrea, who joined Apple in 2018 from Google, has struggled to integrate into Apple's culture and has faced significant ideological differences with other executives [3] - The slow progress of Apple's AI projects and the failure to deliver key features on time have led to his recent demotion, highlighting the need for Apple to address internal cultural conflicts and invest more in AI infrastructure and talent [3]

2025年6月18日 星期三 ↓ 央行今日有1640亿元7天期逆回则 2 2025数据智能大会将于6月18日 召开 3 2025陆家嘴论坛将于6月18日至 办 4 2025MWC上海移动通信大会将于 20日举办 5 美国6月14日当周首次申请失业救 1 隔夜市场 美股低开低走，三大指数集体收跌。纳指跌0.91%，标普500指数跌0.84%，道指跌0.7%。大型科技股普跌，特斯拉跌近4%，苹果跌超1%，微软、英伟达、 谷歌、奈飞、亚马逊、Meta小幅下跌；英特尔小幅上涨。航空概念股跌幅居前，JetBlue跌近8%，美联航跌超6%，达美航空、阿拉斯加航空跌逾4%，美国 航空公司跌超3%，美国西南航空跌超2%。热门中概股多数收跌，纳斯达克中国金龙指数跌1.77%。禾赛跌超6%，文远知行跌超5%，理想汽车跌超4%，腾 讯音乐跌超3%，哔哩哔哩跌超2%。 COMEX黄金期货跌0.37%，报3404.8美元/盎司。COMEX白银期货涨1.97%，报37.165美元/盎司。 WTI 7月原油期货收涨3.07美元，涨幅4.28%，报74.84美元/桶。布伦特8月原油期货收涨3.22美元，涨幅4.4%，报76.45美元/桶。 ...

这意味着，从Mac Pro、Mac Studio到Mac mini、MacBook，再到iPad，甚至内存更小的iPhone，都能轻松部署 Qwen3。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 周一，阿里巴巴通义千问宣布，正式发布基于苹果MLX框架深度优化的全部Qwen3系列模型。 此举被看作是为国行苹果智能做准备。此前有消息称，阿里巴巴将成为苹果在中国大陆的大模型合作商。 公告显示，团队将一次性全部开源32款官方Qwen3 MLX模型，每款模型都有4bit、6bit、8bit和BF16等4 种不同精度的量化版本，从而实现这些模型在iPhone、iPad，以及Mac电脑上的轻松部署，做到全场景覆 盖。 目前，Qwen3的MLX模型已在魔搭社区和Hugging Face全面开源。 硬·AI * 感谢阅读！ * 转载、合作、交流请留言，线索、数据、商业合作请加微信：IngAI2023 * 欢迎大家在留言区分享您的看法， 如果您能点个并分享的话，那就太感谢啦！ * 让我们一起，好奇地看世界 据官方介绍，MLX是一个开源的机器学习框架，专为苹果芯片深度适配。MLX框架可高效地训练和部署AI 大模型，被越来越多 ...

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 本月现货市场较上月有所降温，许多在上月热度飙升的型号，本月热度回落，价格也随之下滑。除 长期热门的MCU外，本月来自不同品牌的存储和模拟芯片需求相对活跃，带来了一定的市场机 会。我们收集整理了一些近期有询价 增 多、热度较高的芯片型号，供大家参考 （不作为交易推荐） ： NO.1 即将 停产 的 eMMC KLM4G1FETE-B041：持续 涨价 这颗芯片 5月热度攀升，今年 以来 价格 持续 上涨，从 常态 的 1 5 元 左右，一路 涨至现在的 30 元左右 。 KLM4G1FETE-B041属于三星即将停产的 eMMC 。 为 eMMC5.1闪存芯片，容量4GB，应用于移 动设备。这类小容量eMMC在移动设备上一直有稳定的需求，且相比DRAM，eMMC的替代并没有 那么容易 。 目前该芯片已经接近6月最后一次下单时间 。根据去年 年底 流传 的 停产 通知： 1.受影响产品 (类) 不可取消、不可重新安排 ("NCNR") 的 最后一次购买订单 ...

都 2025 年了，还有谁没用上苹果 AI？ 发布会看得热血沸腾，现实里却心灰意冷。 就在我以为苹果今年大概率也"稳中摆烂"的时候，突然发现苹果最近低调开源了一款小模型：FastVLM。 没搞发布会，也没在官网上大张旗鼓宣传，本来我也没太在意，但当技术部老哥将这款模型在顶配 iPhone 16 Pro Max 跑起来后，我承认有些坐不住了。 一句话概括，这个模型很"苹果"。 模型启动速度极快，识别图像的能力也不错，全程本地执行，没有云端那一套操作，看起来不惊艳，但用起来……有点意思。 我承认，有那么一瞬间，我觉得苹果 AI 又支棱起来了。 模型 GitHub 下载地址：https://github.com/apple/ml-fastvlm 作为一组可以在 iPhone、iPad、Mac 等设备上本地运行的视觉语言模型（Vision-Language Model）， FastVLM 包括三种参数量级：FastVLM-0.5B、1.5B 和 7B。 普通用户也能将其部署到 iPhone 上，只是需要一定的技术门槛。苹果研究团队在 GitHub 提供了完整的安装教程，有技术基础的用户可以参考： 本来，只有我们国行 ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ADI | ADR366WAUJZ-REEL7 | | 1500021+ | | TI | LM5180QNGURQ1 | | 200022+ | | ISSI/芯成 | IS46LQ32256EA 062B2LA3 | | 65019+ | | Melexis/迈来芯 | MLX91220KDC-ABR 050-RE | | 900021+ | 服务8000+用户 库存发布、需求匹配、买卖呆料 上【工厂呆料】，搞钱！ 推荐阅读： 点击查看往期内容 ↓ ↓ ↓ ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ 连TI都要裁员了，为啥？ ▶ 模拟芯片大厂ADI，又 有好消 息！ ▶ ST的MCU怎么又双叒热了？ ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $126.9 million, representing a year-on-year growth of 23.5% [4][29] - Annualized recurring revenue (ARR) reached $493.9 million, up 22.7% year-on-year [5][30] - Adjusted EBITDA was $45.1 million, accounting for 35.5% of revenue, with a year-on-year growth of 40% [5][31] - Gross margin improved to 78.9%, up from 75.1% in FY 2022, exceeding expectations [13][30] Business Line Data and Key Metrics Changes - The company has maintained over 20% revenue growth for the past six years, with a win rate of 80% and a gross revenue retention rate (GRR) of over 98% [9][10] - The launch of a commercial contract restructuring program in 2022 has helped dampen revenue downside during AUM declines while retaining revenue upside during AUM growth [10] Market Data and Key Metrics Changes - The company has secured significant wins in Europe, including a leading German insurance company, which validates its expansion strategy [18] - A global asset manager expanded its partnership to include additional solutions, demonstrating strong cross-sell momentum [18] Company Strategy and Development Direction - The strategic acquisitions of Infusion, Beacon, and Bistro aim to create a fully cloud-native investment platform that integrates front, middle, and back office operations [19][20] - The company plans to implement a three-phase roadmap focusing on maximizing standalone business potential, cross-selling, and developing a unified platform [23][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute and drive growth despite market complexities [5][16] - The company is focused on client satisfaction and operational efficiency, which are seen as key to improving profitability [12][31] Other Important Information - The company expects to achieve a 20% growth rate, with a 50 basis point gross margin improvement and a 200 basis point EBITDA expansion per year [27] - The integration of operations and client servicing teams under common leadership is expected to enhance efficiency [14] Q&A Session Summary Question: Thoughts on future growth rates and margin pacing - Management reiterated a commitment to 20% growth for Clearwater and Beacon, with expectations for Infusion to improve from 13% growth [46][47] Question: Demand outlook and macroeconomic impact - Management noted that Q1 revenue was solid and that they have not seen significant negative impacts from recent market turmoil [58][60] Question: Synergies from acquisitions - Management confirmed expectations for $20 million in cost synergies and improvements in gross margin over the next two years [66] Question: Organic growth expectations - Management provided guidance indicating that organic growth for Clearwater would remain above 20%, with contributions from acquisitions factored in [84][87] Question: Insights on Infusion's pricing and customer conversations - Management indicated a strong receptivity to developing a stable commercial model for Infusion, aiming for consistent growth [79][80]