Wedbush's Dan Ives believes that Apple Inc.'s (NASDAQ:AAPL) installed user base of over 2 billion is the "best" in the world as far as its AI opportunity is concerned.
What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference (WWDC) in June will be a "key moment" for Cupertino.
Ives thinks Apple will unveil a "key part" of its AI strategy at WWDC.
"I believe [it] ultimately goes to an AI App Store... which is going to be... developers, they're going to build apps," Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a "huge opportunity" for Apple.
Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.'s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.
"They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy."
"Developers are the lifeblood of Apple. You're going to see Apple really focus on the services side, on AI... I think that's going to be a big focus at WWDC."
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Why It Matters: Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI's GPT-4.
This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.
In the interim, it could license Google's Gemini AI and rebrand it to something of its own as a stop-gap solution.
Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.
It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.
Price Action: Apple closed at $175.04, up 4.33% on Thursday, according to Benzinga Pro.
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Wedbush 的丹·艾夫斯认为，苹果公司就其人工智能机会而言，s（纳斯达克股票代码：AAPL）超过20亿的用户群是全球 “最好的”。
发生了什么：艾夫斯认为，苹果即将于6月举行的全球开发者大会（WWDC）对库比蒂诺来说将是一个 “关键时刻”。
艾夫斯认为，苹果将在WWDC上公布其人工智能战略的 “关键部分”。
艾夫斯在接受Hankyung Global Market采访时说：“我相信 [它] 最终会进入人工智能应用商店... 这将是... 开发人员，他们将开发应用程序，” 他补充说，服务类别将成为苹果的 “巨大机遇”。
尽管与竞争对手Alphabet Inc不同，苹果在其设备和服务组合中采用人工智能的进展缓慢。”作为谷歌和微软公司，艾夫斯相信库比蒂诺将通过定于今年9月推出的iPhone 16实现这一飞跃。
“当涉及到人工智能时，他们不会在外面监视。这是世界上安装人数最多的基地，这是库比蒂诺公布其人工智能战略的关键时刻。”
“开发者是苹果的命脉。你会看到苹果真正专注于服务方面，专注于人工智能...我认为这将是WWDC的重点。”
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为何重要：在人工智能方面，苹果一直没有完全保持沉默。这家iPhone制造商已经悄悄发布了多篇论文，旨在使其大型语言模型比来自OpenAI的 GPT-4 等领先机型的模型更快、更轻、更好。
这将允许苹果在iPhone上提供设备端人工智能功能，这有助于确保用户及其数据的隐私和安全。
在此期间，它可以许可谷歌的Gemini AI，并将其重命名为自己的权宜之计。
深水资产管理公司的吉恩·芒斯特认为，苹果的人工智能可能是一个每年330亿美元的机会，但这在很大程度上取决于蒂姆·库克领导的公司的执行方式。
它还收购了人工智能初创公司以帮助其实现雄心壮志，最近的一家是总部位于加拿大的DarwinAI。
价格走势：根据Benzinga Pro的数据，苹果收于175.04美元，周四上涨4.33％。
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