苹果在AI领域采取保守策略，或成其2026年被低估的竞争优势。自2024年WWDC宣布AI愿景后，苹果交付进度放缓，转而以UI革新为主打，而竞争对手在AI基础设施上持续发力。
苹果重组AI团队，将AI定位为软件核心而非独立部门，旨在为2026年战略重启做准备。原AI负责人专注开发基础模型，Siri团队并入软件体系，体现整合与聚焦。
苹果正加速研发代号“Baltra”的自研AI服务器芯片，预计2027年投入使用，旨在减少对英伟达的依赖。该项目与博通合作，专注于核心网络传输技术，标志着苹果向算力基础设施领域深化垂直整合战略。
三星计划在Galaxy S26系列中整合Perplexity AI技术至语音助手Bixby，类似苹果升级Siri的多模型AI策略。爆料显示新版Bixby仍处理本地简单任务，如设备调节，体现三星加强AI领域布局。
Anthropic
$105
Input tokens/M
$525
Output tokens/M
200
Context Length
Alibaba
-
Bytedance
Baidu
Tencent
$2
Chatglm
128
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