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.
$苹果 (AAPL.US)$ 据报道，与OpenAI即将敲定合作伙伴关系，这可能会为其设备带来重要的人工智能功能。Wedbush的丹·艾夫斯认为，这将为苹果开辟人工智能的收入机会。
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.
发生了什么：苹果即将与OpenAI达成协议，这将使ChatGPT集成到iOS 18和即将推出的iPhone 16中。
The partnership is expected to be officially announced at the Worldwide Developers Conference (WWDC) on June 10.
该合作伙伴关系预计将在6月10日的全球开发者大会（WWDC）上正式宣布。
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独家功能的OpenAI聊天机器人，这些功能将增强苹果的设备端和云端支持的大型语言模型（LLM）。这将得到苹果内部高端芯片的支持。
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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.
预计苹果还将利用这种合作伙伴关系在iPhone 16上推出新的AI功能，这有可能导致单独的月度订阅服务，并为库比蒂诺开辟新的收入来源。
"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.
韦德布什在本辛加看到的一份报告中说：“我们预计苹果将利用OpenAI开发出更高级别的Siri技术，可以为苹果用户完成复杂的任务。”
More advanced features could require a subscription, which would bring in new revenue to Apple.
更高级的功能可能需要订阅，这将为苹果带来新的收入。
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，除了合作伙伴关系的收入方面，Wedbush表示，开发人员还可以 “涌向苹果生态系统” ——这将使苹果受益 $微软 (MSFT.US)$ 该公司指出，开发者生态系统也是如此。
Wedbush maintained its "Outperform" rating for the Apple stock with a price target of $250.
Wedbush维持了苹果股票的 “跑赢大盘” 评级，目标股价为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."
为何重要：这种合作关系有望增强苹果虚拟助手Siri的功能。苹果著名牛头吉恩·芒斯特认为，将OpenAI的ChatGPT集成到iPhone上将是 “Siri13年历史上最大的升级”。
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.
一段时间以来，苹果的人工智能战略一直是讨论的话题。4月，艾夫斯强调了苹果超过20亿的 “安装量最大的用户群”，强调了人工智能获利的潜力。
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.
尽管OpenAI即将建立合作伙伴关系，但苹果在人工智能研究方面也取得了长足的进步。4月，该公司推出了一种新的人工智能模型Realm，其性能优于OpenAI的 GPT-4。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。