Perplexity首席执行官Aravind Srinivas指出，AI进步不会颠覆智能手机市场，反而会使iPhone演变为“数字护照”。随着AI系统依赖上下文生成结果，存储支付、健康、通信等个人数据的iPhone成为关键基础设施，重要性随AI能力提升而凸显，苹果芯片是长期被低估的优势。
微软首次为部分美国员工推出一次性自愿退休计划，覆盖工作多年且年龄加工龄达70岁及以上的员工，约8750人（占美国员工7%）。此举与人工智能发展和科技裁员潮相关，符合条件的员工及经理将于5月7日获通知。
甲骨文启动大规模裁员，主要涉及美印员工，以应对现金流压力。公司为追赶AI浪潮，举债扩建数据中心，却面临高额利息和市场竞争的双重挑战。
苹果虽在AI原生技术上进展缓慢，但凭借硬件统治地位，正从AI浪潮中获利。据《华尔街日报》报道，苹果有望在2026年实现超10亿美元的AI相关收入，主要源于谷歌、微软等竞争对手为使用其硬件平台支付的费用，而非自身AI技术如Siri的突破。
Xai
$1.4
输入tokens/百万
$3.5
输出tokens/百万
2k
上下文长度
Anthropic
$105
$525
200
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
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