死亡谷
美财长贝森特宣称：美国很快将控制全球80%的算力_我的网站
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An Apple store in Shanghai Photo: VCG
Apple Intelligence has been formally integrated with Alibaba's Qwen model on macOS, according to Apple's Chinese website on Saturday, enabling voice assistant and text-generation functions and marking a significant step forward in the rollout of Apple's AI services in the Chinese market.
Users need to configure the feature in system settings and log in to a Qwen account before it can be used, the website shows. Once set up, they can generate text through Writing Tools and use Siri to obtain answers from Qwen.
Users control when Qwen is used and are asked before any information is shared, according to the website. They can also choose to let Siri send requests to Qwen automatically without asking. Alibaba cannot use these requests to improve or train its models, the website says.
On July 15, China's cyberspace regulator published its latest registration list for generative AI services, under which seven on-device generative AI services for mobile phones, including "Apple Intelligence," completed registration. The filing lists Apple Technology Development (Shanghai) Co as the registrant for "Apple Intelligence," according to the official WeChat account of Cyberspace Administration of China.
Alibaba's Qwen model would be integrated into Apple Intelligence across Apple's iPhone (iOS), iPad (iPadOS), Mac (macOS) and Vision Pro (visionOS) operating systems in China, Reuters reported in July.
As of press time, the Global Times found no corresponding information on Apple's web pages for iOS, iPadOS and visionOS devices such as the iPhone, iPad and Apple Vision Pro indicating that Apple Intelligence there supports Qwen.
Alibaba is not Apple's only AI partner in China, however.
Apple will also work with Baidu, with the two sides focusing on developing AI search capabilities, the National Business Daily reported, citing a person familiar with the matter. Those capabilities form part of the Apple Intelligence feature set and, beyond supporting image and text processing, will be used to upgrade the Chinese version of Siri.
Apple reported revenue of $109.4 billion for its fiscal third quarter which ended June 27, up by 16 percent. Revenue in the Chinese mainland, Taiwan, Hong Kong and Macao rose by 22 percent to reach $18.816 billion. CEO Tim Cook told CNBC that the iPhone set a June-quarter record in the Greater China region and the Mac its best quarter ever there.
Global Times
。 美国财政部长贝森特公开宣称，美国即将掌控全球80%的算力，将算力主导权定位为美国经济战略的核心支柱。这一表态来自政策最高层，为美国AI基础设施的持续投入提供了强有力的政策背书。
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近日，贝森特在Mike Rowe节目中表示，美国目前已占据全球约50%至60%的算力份额，并预计这一比例将很快升至80%。（We probably used to have 50 or 60% of the compute power in the world. We'll probably soon be at 80%.）他将这场算力竞赛定性为美国"绝不能输"的战略博弈，并称若对手取得领先地位，其所获得的战略杠杆将是"不可接受的"。他同时表示，美国目前在AI领域领先竞争对手约一年。
这一表态迅速引发市场关注。分析人士指出，财政部长级别的政策表态，实际上为美国AI基础设施的长期资本支出提供了"国家级背书"，直接利好英伟达等芯片企业的需求前景，以及超大规模云计算厂商的资本开支周期。
贝森特的核心论点：算力即国力
贝森特在节目中将AI算力明确纳入国家经济实力的战略框架。他将人工智能、半导体与量子计算并列，称其为美国国家经济实力与安全的三大支柱。
他以经济史学家的视角为AI技术的社会影响作出辩护，援引汽车、谷歌搜索等历史先例，强调技术革新虽带来短期阵痛，但长期来看始终创造更多机会。
C | 他特别指出，AI将赋能小企业与大企业同台竞争，并表示迄今尚未观察到AI导致的净就业损失。
在政策层面，贝森特提及政府正积极推动联邦机构与私营部门在AI网络安全领域的深度合作，并支持相关行政令的落地执行。白宫AI事务负责人David Sacks此前亦持相同立场，公开主张美国必须不惜一切代价维持在算力与模型能力上的领先优势。
投资者需关注的信号与风险
对于市场参与者而言，这一表态的政策信号意义明确：美国政府将持续支持本土AI基础设施建设，相关资本开支周期具备政策层面的长期支撑。
然而，分析人士也提示需保持审慎。
D | "算力份额"目前并无公开的权威统计口径，80%这一数字是政策官员给出的预测性判断，而非经过审计的实测数据。据Podcast Alpha的分析，投资者应将注意力集中于实际产能扩张与电力基础设施建设等可量化的物理指标，而非仅凭算力份额的政策表述作出决策。
独立第三方研究机构的核实数据，以及未来数季度半导体行业追踪报告与云基础设施报告中的具体数字，将是检验这一政策预期能否兑现的关键依据。
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Published on:17:08:49
