苹果财报会45次提及AI：靠设备与抽成获利，不拼基建投入
原标题：Apple is all in on AI — its own and everyone else’s
AI 摘要
苹果在最新财报电话会上45次提及AI，强调其不依赖大规模基础设施投入的AI策略：通过设备销售、App Store订阅抽成及未来对自家AI功能收费来获利。苹果上季度资本支出仅22亿美元，远低于亚马逊和Alphabet，同时Siri AI采用谷歌Gemini技术并计划允许用户选择外部AI提供商。Gap和佳士得等企业已在Mac Mini和Mac Studio上本地运行AI，苹果还计划对服务器端AI功能设置使用限额并推出付费扩容。
正文节选
Apple’s latest earnings show how it’s continuing to capitalize on the AI boom without busting its budget on the infrastructure spending consuming its competitors. Apple is all in on AI — its own and everyone else’s AI was mentioned 45 times on the quarterly earnings call. Overall, Apple posted its best-ever fiscal year for revenue and earnings per share. iPhone and Mac sales continued to grow strongly in the fourth quarter. iPhone revenue rose 17.5% from a year earlier to a September quarter rec