The abundance first splashed onto the fruit chain.
This week, Apple announced a milestone cooperation with OpenAI to integrate ChatGPT into Apple's devices, including iPhone, iPad and Mac.
However, both Apple and OpenAI have not disclosed the financial details of their cooperation.
The market is wondering:In the cooperation between OpenAI and Apple, which company will pay the fee to the other and which company can obtain substantial revenue?
Doesn't Apple pay OpenAI in cash?
The latest news quotes insiders, stating that this cooperation is not expected to bring meaningful revenue to either party, at least not at the beginning.Insiders revealed that Apple will not pay OpenAI fees because Apple believes that promoting OpenAI's brand and technology to hundreds of millions of devices is as valuable as monetary payment, if not more so.
Under the current structure, this type of cooperation may impose a high cost on OpenAI because OpenAI needs to pay Microsoft to host ChatGPT on the company's Azure cloud computing system.In other words, the more people use ChatGPT, the higher the cost OpenAI will have to pay, and integrating with Apple devices may significantly increase its computing costs.
However, OpenAI can also generate revenue by converting free users to paid accounts through Apple's devices. OpenAI's subscription plan starts at $20 per month.
If users subscribe to OpenAI on Apple devices, the process will use Apple's payment platform, and Apple may receive a certain "Apple tax."Moreover, thanks to OpenAI's technology, Apple may attract users to spend more time on their devices, and some users may be willing to spend a lot of money to replace their machines for AI functionality.
It is worth noting that OpenAI is not Apple's exclusive partner in AI.
Currently, Apple is also in talks with Google's Gemini, and it is expected that the agreement will take effect later this year.
In addition, Apple has also been in talks with Anthropic, hoping it will become a potential partner for chatbots.
Apple's plan may be to provide users with a range of AI services, similar to offering different search engine options in its Safari browser.
Insiders revealed that Apple is still negotiating with Gemini from Google and the agreement is expected to take effect later this year.
In addition, Apple has also been in talks with Anthropic, hoping it will become a potential partner for chatbots.
Apple's plan may be to provide users with a range of AI services, similar to offering different search engine options in its Safari browser.
Insiders revealed thatApple's ultimate goal is to make money from AI by reaching a revenue-sharing agreement.
Apple believes that AI may eat into the billions of dollars in revenue it receives from Google search deals, so it needs to come up with a new plan to make up for the shortfall.
The abundance first splashed onto the fruit chain.
With the official announcement of the cooperation with OpenAI, Apple stocks, the Guo chain in the domestic capital market, and consumer electronics have taken the lead in this "lucky" wave.
Last night, Apple's stock price soared 6.24%, reaching a record high of $220.2, with a cumulative increase of over 10% in the past two trading days and over 15% since the beginning of the year.
Apple's market value has surpassed $3 trillion, surpassing Microsoft and becoming the world's largest listed company, with a current total market value of $3.27 trillion.
Today, A-share Hivi Acoustics Technology and Shenzhen Jame Technology Corp. have achieved 2 consecutive limit-up, Yingtong Telecommunication has been limit-up for 3 out of 4 days, and Telling Telecommunication Holding is limit-up for the first time.
Today, Cowell shares rose nearly 11%, with a cumulative increase of over 15% in the past two days; Tongda Group rose more than 8%, with a cumulative increase of 15% in the past two days; Cowell rose more than 4%, BYD Electronic and Sunny Optical rose more than 3%.