$蘋果(AAPL.US)發布了自家的 AI 路徑,總結一個比较明確的事:蘋果的 AI 走了自己的路,不靠買英偉達 GPU 實現。

蘋果這麼多年持續的晶片研發,還是有點底蘊的。,這也意味著蘋果不走走$微軟(MSFT.US)$谷歌-C(GOOG.US)的模式才是投入,建個幾十個資料中心,每年開支幾百上千億的。對$英偉達(NVDA.US)來說絕對是利淡。

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