I'm sorry but that does not make any sense at all.
Nvidia's stock is surging because they sell GPUs and big companies by a lot of their GPUs to train AI models.
Apple's stock has not surged following the AI boom because they... don't sell GPUs used to train AI models.
AI is a profit center for Nvidia and a cost center for Apple (yes, people that weren't buying iPhone won't suddenly buy an iPhone because it has an AI assistant embedded).
> people that weren't buying iPhone won't suddenly buy an iPhone because it has an AI assistant embedded
> There's absolutely no link between the two.
These are remarkable levels of speculation. Already I've heard from Android friends who are intrigued by the recent AI announcements that they think it would be really cool to have that in their phones. I don't know if they will necessarily switch, but they certainly indicated they were very interested in the iPhone AI announcements.
I feel like this is some sort of biased perception. I suppose most people who are interested enough in technology to talk about smartphone choices are also somewhat interested in this AI craze. However, most people probably aren’t that interested in technology.
I still know more people who don’t use ChatGPT on a semi-regular basis than people who do. Most people’s phone choices come down to:
1) is it available in a color I like
2) is the camera any good
3) can I afford it
4) *optional* does my trusted techy family member recommend it
Apple Intelligence is not just about AI. Although none of us have used it yet, from the keynote, it's clear that it can benefit people who are less technically inclined, regardless of age. For example, while my mom might struggle to use Apple Photos to search for specific pictures, she would have no trouble asking Siri for all the photos of her granddaughter dressed like a princess. The goal here is not about bleeding-edge technology or AI; it's about providing more natural interfaces for users, whether they are tech-savvy or not.
>For example, while my mom might struggle to use Apple Photos to search for specific pictures, she would have no trouble asking Siri for all the photos of her granddaughter dressed like a princess.
Want to point out Google photos has been able to do this with a voice command for close to(?) ten years. Just tried it with "[person name] in a dress"
Definitely, my point is that having an easy natural language interface for all products opens up new possibilities for users of all tech levels. It's not about Apple or Google Photos being first; it's about making technology accessible to everyone. And its not about "AI" its about a different way for the consumer to utilize technology.
And you would need extreme short sight to not trust that GenAI on Android will be out in a year if not much earlier than that. Hell, it may come out BEFORE iOS 18.
That is of course without mentioning that the only two devices compatible right now (both versions of the iPhone 15 Pro) represent a total market share of 3.1% of smartphones.
AI in iPhones is essentially a distraction from the fact that Apple hasn't brought any software innovation to its devices in probably close to a decade (note I say this as someone who has only had iPhones since the 4).
>Already I've heard from Android friends who are intrigued by the recent AI announcements that they think it would be really cool to have that in their phones.
Fancy marketing tends to do that. Have they tried it?
You know the answer to your question, so the question itself does not add to the discussion. If it turns out the iPhone AI assistant lives up to the expectations, I think you will see people moving platforms.
If Apple AI succeeds, then Android AI will just look like an upgrade by comparison. Best-case-scenario, Apple creates a super-helpful model that exclusively uses local compute; then Android releases the same feature with the ability to choose uncensored models.
Especially considering how Apple's Neural Engine is borderline-pointless for LLMs, neither Android or iOS feel particularly well-poised to deal with this trend. If anything I lean more towards Android, since Android manufacturers have been shipping 8GB of RAM in phones for years, and support the Vulkan accelerators that a lot of inference apps feature.
> Already I've heard from Android friends who are intrigued by the recent AI announcements that they think it would be really cool to have that in their phones.
Most of it has been there for Samsung already and some of them like the emoji generator look suspiciously similar.
On Android, usually some large manufacturer (here Samsung) push the platform further and then some of it is integrated in stock later.
100%. And it’s also about retention too. Iphone’s speech to text has gotten so dismal compared to android that if Apple does not catch up, people would end up switching.
As an Android user, yeah this would be cool to have on my phone, but it ain't gonna make me switch to Apple lmao.
The benefit Apple has over Android (not Google) is that they're fully integrated, ie they make so much profit from their closed platform that they can toss customers bones like iMessage and "apple intelligence".
Remember, attention is all you need came from Google in the first place...
I follow up to the phone part because absolutely people will be buying ipads/mac books/phones to get access to AI Assistant. I am definitely in the camp that if AI Assistant offers some nice workflows on my phone and laptop that I may actually buy a new ipad for a seamless experience. I am sure I am not the only one in this camp. To me Apple Intelligence is the closest to a personal assistant that we have gotten so far and what Siri/Alexa/Hey Google failed at for a decade.
Nvidia's stock is surging because they sell GPUs and big companies by a lot of their GPUs to train AI models.
Apple's stock has not surged following the AI boom because they... don't sell GPUs used to train AI models.
AI is a profit center for Nvidia and a cost center for Apple (yes, people that weren't buying iPhone won't suddenly buy an iPhone because it has an AI assistant embedded).
There's absolutely no link between the two.