{"id":177371,"date":"2026-05-10T23:05:10","date_gmt":"2026-05-10T23:05:10","guid":{"rendered":"https:\/\/www.europesays.com\/ro\/177371\/"},"modified":"2026-05-10T23:05:10","modified_gmt":"2026-05-10T23:05:10","slug":"singurul-gigant-din-tech-care-nu-investeste-in-ai-motivul-pentru-care-apple-sta-departe-de-noul-el-dorado","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ro\/177371\/","title":{"rendered":"Singurul gigant din Tech care nu investe\u015fte \u00een AI. Motivul pentru care Apple st\u0103 departe de noul El Dorado"},"content":{"rendered":"

\u00cen ultimii ani, marile companii tehnologice \u0219i-au majorat masiv cheltuielile de capital pentru dezvoltarea inteligen\u021bei artificiale. Potrivit estim\u0103rilor, Alphabet, Amazon, Microsoft \u0219i Meta ar urma s\u0103 investeasc\u0103 \u00eempreun\u0103 aproximativ 700 de miliarde de dolari \u00een acest an \u00een infrastructur\u0103 AI \u0219i data center-e.<\/p>\n

\t\t\t\t\tApple a ales o strategie diferit\u0103<\/p>\n

\u00cen schimb, Apple \u0219i-a redus cu 36% cheltuielile de capital \u00een ultimul an, scrie Il Post, citat de Mediafax. Compania a ales s\u0103 nu dezvolte masiv propriile modele lingvistice \u0219i nici s\u0103 construiasc\u0103 infrastructura uria\u0219\u0103 necesar\u0103 pentru antrenarea acestora. Inclusiv platforma \u201eApple Intelligence\u201d, lansat\u0103 \u00een 2024, se bazeaz\u0103 par\u021bial pe tehnologia OpenAI, iar recent Apple a anun\u021bat \u0219i un acord cu Google pentru integrarea modelului Gemini \u00een Siri \u0219i alte servicii.<\/p>\n

Articolul continu\u0103 dup\u0103 reclam\u0103<\/p>\n

Spre deosebire de rivalii s\u0103i, Apple continu\u0103 s\u0103 \u00ee\u0219i bazeze modelul de business \u00een principal pe v\u00e2nzarea de hardware \u2013 \u00een special iPhone \u0219i Mac. Compania pare s\u0103 considere c\u0103 utilizatorii vor accesa oricum servicii AI prin dispozitivele sale, indiferent cine dezvolt\u0103 tehnologia din spate.<\/p>\n

Strategia func\u021bioneaz\u0103, cel pu\u021bin deocamdat\u0103. Apple a raportat recent o cre\u0219tere anual\u0103 de 17% a v\u00e2nz\u0103rilor nete, sus\u021binut\u0103 inclusiv de succesul noului MacBook Neo. \u201eCererea a fost extrem de mare\u201d, a declarat Tim Cook, care urmeaz\u0103 s\u0103 fie \u00eenlocuit \u00een septembrie de John Ternus.<\/p>\n

\u00cen timp ce competitorii investesc sume uria\u0219e \u00een GPU-uri \u0219i centre de date, Apple continu\u0103 programul masiv de r\u0103scump\u0103rare a propriilor ac\u021biuni. Compania a anun\u021bat recent un nou program de buyback \u00een valoare de 100 de miliarde de dolari. Este o practic\u0103 pe care o folose\u0219te de peste un deceniu pentru a cre\u0219te valoarea ac\u021biunilor \u0219i randamentele pentru investitori. Mi\u0219carea este v\u0103zut\u0103 ca un semn c\u0103 Apple are mai mult\u0103 \u00eencredere \u00een actualul s\u0103u model de business dec\u00e2t \u00een boom-ul AI.<\/p>\n

Unii anali\u0219ti cred c\u0103 Apple evit\u0103 astfel riscul unei eventuale bule speculative \u00een jurul inteligen\u021bei artificiale. Investi\u021biile \u00een AI sunt extrem de costisitoare, iar pl\u0103cile grafice necesare dezvolt\u0103rii modelelor \u00ee\u0219i pot pierde rapid valoarea, uneori \u00een mai pu\u021bin de doi ani. Totu\u0219i, exist\u0103 \u0219i voci care avertizeaz\u0103 c\u0103 Apple ar putea repeta gre\u0219elile unor fo\u0219ti gigan\u021bi precum Nokia sau Motorola, care nu au anticipat revolu\u021bia smartphone-urilor \u0219i au fost dep\u0103\u0219i\u021bi chiar de iPhone.<\/p>\n

Potrivit unor informa\u021bii ap\u0103rute \u00een presa american\u0103, Apple lucreaz\u0103 deja la dispozitive noi dedicate erei AI, inclusiv ochelari inteligen\u021bi \u0219i dispozitive purtabile. Concuren\u021ba este \u00eens\u0103 puternic\u0103. OpenAI colaboreaz\u0103 cu fostul designer Apple Jony Ive la produse similare, iar Meta are deja succes cu ochelarii smart realiza\u021bi \u00eempreun\u0103 cu EssilorLuxottica. Sub viitorul CEO John Ternus, Apple ar putea totu\u0219i s\u0103 \u00ee\u0219i schimbe strategia. Compania a raportat deja o cre\u0219tere puternic\u0103 a investi\u021biilor \u00een cercetare \u0219i dezvoltare, cheltuielile urc\u00e2nd de la 8,5 la 11,4 miliarde de dolari \u00eentr-un singur an, pe fondul proiectelor legate de inteligen\u021ba artificial\u0103.<\/p>\n


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