苹果近日宣布，将于明年斥资约47.5亿美元采购多达2万台AI服务器。天风国际证券分析师郭明錤指出，苹果最新调查显示，2023年将采购2000-3000台，在全球AI服务器出货量中占比为1.3%；2024年将采购1.8万-2万台AI服务器，占比达到5%。
作为全球科技行业的领军企业，苹果此次采购AI服务器的规模和力度引起了业界的高度关注。一方面，AI技术正在逐渐渗透到苹果的多个业务领域，如手机、电脑、智能手表等；另一方面，苹果公司的服务器数量庞大，采购AI服务器或有助于提升其整体技术水平。
值得注意的是，苹果在人工智能领域的投资布局不仅局限于采购AI服务器，还包括研发和人才引进等方面。近年来，苹果加大了对人工智能技术的投入，并积极招募相关人才。郭明錤认为，苹果通过采购AI服务器和招募人才，将有助于其在人工智能领域取得更大的突破和发展。
苹果的采购决策也反映出全球AI市场的快速发展。近年来，AI技术逐渐成为各行业的热门话题，各国企业和政府纷纷加大对AI的投入。在此背景下，苹果选择斥重金采购AI服务器，无疑是为了在人工智能竞争中占据一席之地。
新闻翻译：
Apple recently announced that it will invest up to US$4.75 billion in purchasing up to 20,000 AI servers next year. Tianfu International Securities Analyst郭明錤 pointed out that Apple’s latest survey showed that 2,000-3,000 servers will be purchased in 2023, accounting for 1.3% of the global AI server shipments, and 18,000-20,000 servers will be purchased in 2024, accounting for 5% of the global AI server shipments.
As the world’s leading technology company, Apple’s announcement of purchasing AI servers has attracted widespread attention from the media. On one hand, AI technology is gradually infiltrating various business fields of Apple, such as smartphones, laptops, smartwatches, and more. On the other hand, Apple’s server infrastructure is vast, and purchasing AI servers may help to improve its overall technical level.
It is worth noting that Apple’s investment in AI technology does not only include purchasing AI servers but also R&D and talent recruitment. In recent years, Apple has increased its investment in AI technology and actively recruited related talents.郭明錤认为，苹果通过采购AI服务器和招募人才，将在人工智能领域取得更大的突破和发展。
Apple’s purchasing decision reflects the rapid development of the global AI market. In recent years, AI technology has gradually become a popular topic in various industries around the world, and governments and enterprises are increasingly investing in AI. In this context, Apple’s investment of up to US$4.75 billion in purchasing AI servers demonstrates its determination to gain a foothold in the global AI race.
【来源】https://www.jiemian.com/article/10274146.html
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