US media: While big tech companies are spending billions on artificial intelligence, Apple is waiting
Google plans to invest about $90 billion in artificial intelligence infrastructure, Meta has committed to investing $65 billion, and Microsoft, Amazon, and Google together have pledged over $300 billion, while Apple only plans to invest $12.7 billion in the 2026 fiscal year.
Many people believe Apple is lagging in the artificial intelligence race, but Apple may not even have intended to participate in this race. The foundational model market is showing signs of commoditization, and the competitive advantages between companies are difficult to sustain, with prices also declining. Apple has 2.4 billion active devices and the most valuable distribution channel; its strategy may be to integrate the best models rather than develop them on its own.
Apple previously collaborated with OpenAI, then switched to using Google's Gemini to support Siri, focusing on integrating artificial intelligence into its ecosystem. Apple's privacy architecture allows it to provide artificial intelligence features without collecting user data, which could become its differentiating advantage.
Apple's financial condition enables it to enter the market under more favorable conditions when the market cools down. Apple's strategy is to wait for the right moment, treating artificial intelligence as an infrastructure rather than just a product.
Original article: toutiao.com/article/1857388244348100/
Statement: This article represents the views of the author himself.