Apple's Potential Partnership With OpenAI Opens Up Revenue Opportunities, Says Tech Bull: 'The Golden Goose For Cook And Cupertino Was...'
Apple's Potential Partnership With OpenAI Opens Up Revenue Opportunities, Says Tech Bull: 'The Golden Goose For Cook And Cupertino Was...'
$Apple (AAPL.US)$ is reportedly on the brink of finalizing a partnership with OpenAI that could bring significant AI features to its devices. Wedbush's Dan Ives believes it will open up AI revenue opportunities for Apple.
$蘋果 (AAPL.US)$ 據報道，與OpenAI即將敲定合作伙伴關係，這可能會爲其設備帶來重要的人工智能功能。Wedbush的丹·艾夫斯認爲，這將爲蘋果開闢人工智能的收入機會。
What Happened: Apple is close to sealing a deal with OpenAI, which would see the integration of ChatGPT into iOS 18 and the upcoming iPhone 16.
發生了什麼：蘋果即將與OpenAI達成協議，這將使ChatGPT集成到iOS 18和即將推出的iPhone 16中。
The partnership is expected to be officially announced at the Worldwide Developers Conference (WWDC) on June 10.
該合作伙伴關係預計將在6月10日的全球開發者大會（WWDC）上正式宣佈。
The collaboration could involve an OpenAI Chatbot with exclusive features that would enhance Apple's on-device and cloud-powered Large Language Models (LLMs). This would be supported by Apple's in-house high-end chips.
此次合作可能涉及具有獨家功能的OpenAI聊天機器人，這些功能將增強蘋果的設備端和雲端支持的大型語言模型（LLM）。這將得到蘋果內部高端芯片的支持。
Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox.
訂閱 Benzinga 技術趨勢時事通訊，將所有最新的技術發展發送到您的收件箱。
Apple is also expected to leverage this partnership to introduce new AI features on the iPhone 16, potentially leading to a separate monthly subscription service and opening up a new revenue stream for Cupertino.
預計蘋果還將利用這種合作伙伴關係在iPhone 16上推出新的AI功能，這有可能導致單獨的月度訂閱服務，併爲庫比蒂諾開闢新的收入來源。
"We would expect Apple to build out a next-level Siri technology with OpenAI that can do complex tasks for Apple users," Wedbush said in a note seen by Benzinga.
韋德布什在本辛加看到的一份報告中說：“我們預計蘋果將利用OpenAI開發出更高級別的Siri技術，可以爲蘋果用戶完成複雜的任務。”
More advanced features could require a subscription, which would bring in new revenue to Apple.
更高級的功能可能需要訂閱，這將爲蘋果帶來新的收入。
But looking beyond the revenue aspect of the partnership, Wedbush says that developers could also "flock to the Apple ecosystem" – this would benefit the $Microsoft (MSFT.US)$ developer ecosystem as well, the firm notes.
但是，除了合作伙伴關係的收入方面，Wedbush表示，開發人員還可以 “湧向蘋果生態系統” ——這將使蘋果受益 $微軟 (MSFT.US)$ 該公司指出，開發者生態系統也是如此。
Wedbush maintained its "Outperform" rating for the Apple stock with a price target of $250.
Wedbush維持了蘋果股票的 “跑贏大盤” 評級，目標股價爲250美元。
Why It Matters: This partnership is expected to enhance the capabilities of Apple's virtual assistant, Siri. Gene Munster, a prominent Apple bull, believes that integrating OpenAI's ChatGPT on the iPhone will be the "biggest upgrade in Siri's 13-year history."
爲何重要：這種合作關係有望增強蘋果虛擬助手Siri的功能。蘋果著名牛頭吉恩·芒斯特認爲，將OpenAI的ChatGPT集成到iPhone上將是 “Siri13年曆史上最大的升級”。
Apple's AI strategy has been a topic of discussion for some time. In April, Ives highlighted Apple's "best-installed user base" of over 2 billion, emphasizing the potential for AI monetization.
一段時間以來，蘋果的人工智能戰略一直是討論的話題。4月，艾夫斯強調了蘋果超過20億的 “安裝量最大的用戶群”，強調了人工智能獲利的潛力。
Despite the impending OpenAI partnership, Apple has also been making significant strides in AI research. In April, the company unveiled a new AI model, ReALM, that outperforms OpenAI's GPT-4.
儘管OpenAI即將建立合作伙伴關係，但蘋果在人工智能研究方面也取得了長足的進步。4月，該公司推出了一種新的人工智能模型Realm，其性能優於OpenAI的 GPT-4。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：此內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和發佈。