· 供应链分析

对比苹果与树莓派在AI供应链中的角色,质疑苹果被动获利。

涉及标的:

中文翻译

$AAPL 现在显然是一家重要的 AI 公司了? -> “OpenAI 囤积数万台 Apple Mac mini 和 Mac Studio”用于强化学习 -> Anthropic 正从 $AMZN 租赁 Apple Mac mini 单元以完成类似的 AI 任务 我从未见过一家公司通过“什么都不做”就能赢得如此彻底。 但每当我看到 Apple + AI,我就会想到我挚爱的 $RPI。据悉,Anthropic 自 27 日起正在与 Raspberry Pi 合作,为其新模型制定硬件标准。 目前尚无关于 Anthropic/OpenAI 购买 Raspberry Pi 设备用于类似任务的消息,但也许某些开源情报(OSINT)研究者可以深入挖掘一下。

英文原文

$AAPL is now an important AI company apparently? -> "OpenAI Hoarding Tens Of Thousands Of Apple Mac mini and Mac Studio" for reinforcement learning -> Anthropic is renting Apple Mac mini units from $AMZN to complete similar AI tasks I've never seen a company win so hard by doing nothing. But whenever I see Apple + AI, I think of my beloved $RPI. Apparently Anthropic is working with Raspberry Pi now for their new model Hardware Standard, as of the 27th. There's nothing yet about Anthropic/OpenAI buying Raspberry Pi devices for similar tasks, but maybe some OSINT researcher can do some digging.

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