Perplexity首席執行官Aravind Srinivas指出，AI進步不會顛覆智能手機市場，反而會使iPhone演變爲“數字護照”。隨着AI系統依賴上下文生成結果，存儲支付、健康、通信等個人數據的iPhone成爲關鍵基礎設施，重要性隨AI能力提升而凸顯，蘋果芯片是長期被低估的優勢。
微軟首次爲部分美國員工推出一次性自願退休計劃，覆蓋工作多年且年齡加工齡達70歲及以上的員工，約8750人（佔美國員工7%）。此舉與人工智能發展和科技裁員潮相關，符合條件的員工及經理將於5月7日獲通知。
甲骨文啓動大規模裁員，主要涉及美印員工，以應對現金流壓力。公司爲追趕AI浪潮，舉債擴建數據中心，卻面臨高額利息和市場競爭的雙重挑戰。
蘋果雖在AI原生技術上進展緩慢，但憑藉硬件統治地位，正從AI浪潮中獲利。據《華爾街日報》報道，蘋果有望在2026年實現超10億美元的AI相關收入，主要源於谷歌、微軟等競爭對手爲使用其硬件平臺支付的費用，而非自身AI技術如Siri的突破。
Anthropic
$105
輸入tokens/百萬
$525
輸出tokens/百萬
200
上下文長度
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
$6
$24
256
Baidu
-
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
$0.8
$0.15
$1.5
32
Deepseek
$4
$12
Tencent
$1
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