What does Dibsic, China and Trump mean for Apple before its profits

These days, there is nothing certain about the technology market or the world as a whole. Even NVIDIA shares apparently took place in the Monday, continuing a The maximum market decrease of $ 589 billion After Dibsic is based in China Questions raised For investors on artificial intelligence models more efficient.

But Apple shares remained fixed before deciding their profits in the first quarter, which was identified after Thursday’s bell. Although it took a slight success as Deepseek has become new to the world of technology, Apple shares are almost immediately Remit 7 %. This can be condemned by the perception that the company tracks its competitors such as Google and Microsoft in artificial intelligence investments. The company’s wealth is not closely linked to the successes and failure of artificial intelligence.

The pole techniques certainly led to poor performance, especially the Apple intelligence, which was presented in AIS from AI, last summer. Small model approach It stands in a noticeable contradiction with the plays from Openai and Google. Traditional wisdom in space bears the biggest. As such, many known models are trained on every part of the information that their developers can get their hands, regardless of whether it may have a direct impact on the user’s information or not.

However, the huge Black box approach It makes it difficult-or impossible-to determine the reason for displaying a specific data collection for hallucinations, and it is easy to have an insufficient model, due to a very small data collection. As as talk Apple Intelligence It is simply proven to follow an approach that focuses on models not a magic bullet.

In the case of Apple, iOS 18 presented inaccurate summaries for news application alerts. (The news industry is already suffering from a sufficient problem, without an additional layer of wrong information.) Apple did the right thing by stopping the feature to return to the drawing board. But on the first day issues can shake the investor confidence when the feature is an essential part of the company’s future strategy.

These challenges come in a difficult time for Apple. During holidays, she saw Apple 18 % decrease iphone sales In China, due to the increasing competition of local brands such as Oppo, Vivo, Honor and Xiaomi. After being marginalized through the restrictions presented by the Trump administration, Huawei saw Her huge recovery In China with continued development at home Harmony.

This does not help in Apple Professional vision – which depends on AI models and automated learning models to enable the maps fee for the room, among other features – was less performance than the sales perspective.

But this is the thing: If the artificial intelligence category proves to be the bubble that many analysts expect, then the various Apple wallets must enhance the company’s wealth. Since a lot of this portfolio is linked to the company’s ecosystem, a major part of Apple’s small style approach is the desire to implement as possible as possible devices.

Apple has also invested a lot in the servers designed to deal with the artificial intelligence accounts in the form Special cloud account The service launched alongside Apple Intelligence. This is an important solution in the short term, at least. Meanwhile, the Deepseek approach – which has released “R1 AI” versions, including one small enough to run on a laptop – credible on a future in which local AI models are operated on personal consumer electronics. This will be a big victory for the iPhone maker.

The immediate question for the shareholders who listen to a call on Thursday will be what is just around the corner for Apple.

The late companies with regard to the development of obstetric artificial intelligence have explored partnerships. At WWDC in June, Declare A deal with Openai to merge Chatgpt into the platform. The company also kept the same open to future partnerships, even Leave the slide Its plans ultimately to partnership with Google’s Gemini.

It makes sense for any Amnesty International Obstetrician platform to share happily with a brand of Apple, but it is too early to determine what this can mean for the Deepseek/Apple partnership in the future. American Deepseek ambitions are associated with American relations/China, and it is completely unclear how you will play this in the coming months and years.

President Trump The alarm raised About Deepseek shortly after it appeared for the first time, tell the media, “The Deepseek AI version of a Chinese company should be an invitation to wake up for our industries that we need to focus on competition.” White House also Explored What Dibsic can mean for national security.

There is a lot of speculation about what the current management of Apple’s ambitions in China means, although Apple does not sit on its hands. Despite the CEO of previous culture, Tim Cook, CEO She announced a $ 1 million personal donation To the opening committee of the team at the time. The move came at a time when colleagues of technology executives adopted the re -election of President Wall Street as an exceptional friend of business.

What increases the complexity of matters is the hostile relationship of the administration with Big Tech, which Vice President JD Vance Recently described Like “a lot of strength”.

Apple moved the week’s flipping better than others. But when the profits of the first quarter after the bell on Thursday, Apple needs to develop a coherent strategy for Amnesty International and iPhone sales in China and what the future appears to be widely under the new administration. For the first time in a long time, this future is uncertain.