Which DeepSEeak, China and Trump means what to Apple before Q1 earnings

These days, there is nothing in the technological market or in a big world. Even the seemingly bulleted shares of NVIDIA took a boot on Monday, A $ 589 billion market lid decreases After porcelain-based DeepSeek raised questions About AI models more efficiently for investors.

However, Apple’s shares stopped before the first quarterly profit report determined after the calling call on Thursday. Deepseek’s Tech World is almost a little blow as Apple’s sharing is almost shared Retracted up to 7%. This may owe the company, Google and Microsoft, the perception of his opponents in the AI ​​investments of competitors. The company’s luck is not very closely closing to the success and failure of generative EU.

Undoubtedly, his new tentpole technologies, especially Apple offered a generative AI of their home, especially received apple exploration, Apple’s own house offer proposal AI. Small model approach Openai and Google stands as opposed to playing. Conditional wisdom in space is better. Thus, many of the most recognizable models can get their hands, although each data developers can get their hands, regardless of the direct impact on user surveys.

But the mass Black box approach It makes it difficult – or makes it impossible – it is easy to determine why a particular database is prone to the hallucination and have an inadequate model thanks to a very small database. As the last Refund of Apple Intelligence News It proves, simply make a hyper-oriented approach for model training is a magic bullet.

In Apple’s work, IOS 18 presented the inaccurate summaries of the warning signals. (The news industry is already quite difficult. But one day a problem can shake investor confidence when a feature is an important part of a company’s future strategy.

These challenges come in a difficult time for Apple. Over the holidays, Apple saw a moment 18% drop off iPhone sales According to the competition that grows from native brands such as Oppo, Vivo, Honor and Xiaomi. Along with the restrictions delivered from the first Trump management, he saw Huawei Own mass Development in China continues Harmonyos.

This does not help Apple Vision Pro – AI and machine learning models, to ensure room mapping between other features and rely on machine learning models – are high in sales.

This is the fact that the AI ​​category proves that many analyst awaiting is a bubble, Apple’s portfolio must increase the company’s fights. As many of the portfolio is connected to the company’s hardware ecosystem, the main part of Apple’s small model approach is a desire to execute as much as possible on the device.

Apple has also invested a lot on servers designed to manage AI calculations remotely Calculates private cloud Apple exploration is the service that is launched. This is the least important solution. Meanwhile, Deepseek’s approach is a small that is small enough to work in a small, including a small, including a small, including a laptop in a laptop. It would be a great victory for the iPhone manufacturer.

The immediate question for shareholders who listened to the call on Thursday will be the thing in the corner for Apple.

After other companies in the development of the Generative AI, Apple has led to a partnership. In WWDC in June, announced A contract with Openai to integrate ChatGPT to the platform. The company has also kept itself open for future partnerships slip In the end, Google’s plans to be partner with twins.

Any generative AI platform stops due to a brand of a brand of a brand, but it is very early to say what you mean for some future DeepSeek / Apple partnership. DeepSEEK’s ambitions in US are tied to US / Chinese relations, and it is not completely unknown how it will play in the coming months and years.

President Trump raised alarm Shortly after the Deepseek, the media, “DeepSEEK AI has to be released, and the release of the Chinese company must be a wake up for our areas of release of China.” There is also a White House was conducting an investigation DeepSEEK is what to say for national security.

Apple’s leadership has a lot of hypothesis around this to do not sit in the hands of Apple, what Apple has to say for their Chinese ambitions. In spite of the former culture, CEO opposes Tim Cook Announced a $ 1 million private donation Then to the opening committee of the presidential election. The action considers a technical director CEOs exclusive to the selection of a President Wall Street.

More complex issues are historically competitive connection with the historical great technological of the leadership of the leadership JD Vice It has recently been described as “having a lot of strength.”

Apple navigated the volatility of the week better than others. However, when he states the first quarter earnings on Thursday, Apple must develop a strategy for the Union Strategy for Sale in China, iPhone Sales and how wide in future new management. For the first time, this future is uncertain.