[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88fb7f07":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio88fb7f07","苹果要重新杀回AI服务器市场","\u002Fdoc\u002Fdcio88fb7f07","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>这次目标不是传统企业\u003C\u002Fspan> IT\u003Cspan>，而是\u003C\u002Fspan> AI \u003Cspan>推理。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>The Information \u003Cspan>报道称，苹果正在开发面向\u003C\u002Fspan> AI \u003Cspan>开发者、企业和政府客户的服务器，计划使用自研\u003C\u002Fspan> M \u003Cspan>系列芯片。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>内部讨论中的方案包括双\u003C\u002Fspan> M8 Ultra \u003Cspan>和四\u003C\u002Fspan> M8 Ultra \u003Cspan>两种版本，目标时间大约在\u003C\u002Fspan> 2029 \u003Cspan>年。更值得注意的是，苹果还考虑采用\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$NVDA\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>的\u003C\u002Fspan> NVLink Fusion \u003Cspan>来连接这些芯片。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>苹果现在\u003C\u002Fspan> Private Cloud Compute \u003Cspan>里的服务器主要还是用自研互联，但据报道，这套方案放大规模后速度和成本都不理想。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>反过来，\u003C\u002Fspan>NVLink Fusion \u003Cspan>正是\u003C\u002Fspan> Nvidia \u003Cspan>用来把自己的互联能力开放给第三方芯片的平台。换句话说，即使未来服务器里跑的是\u003C\u002Fspan> Apple Silicon\u003Cspan>，芯片之间怎么互联，苹果也可能先借\u003C\u002Fspan> Nvidia \u003Cspan>的路。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这对\u003C\u002Fspan> NVDA \u003Cspan>的意义其实比卖\u003C\u002Fspan> GPU \u003Cspan>更大。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Nvidia \u003Cspan>正在把自己的位置从“\u003C\u002Fspan>AI \u003Cspan>芯片供应商”往“\u003C\u002Fspan>AI \u003Cspan>基础设施标准制定者”推。\u003C\u002Fspan>AWS \u003Cspan>已经明确扩大\u003C\u002Fspan> NVLink Fusion \u003Cspan>的使用，而现在连苹果都在考虑接入。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>只要更多自研\u003C\u002Fspan> ASIC\u003Cspan>、\u003C\u002Fspan>CPU\u003Cspan>、\u003C\u002Fspan>XPU \u003Cspan>最后都需要\u003C\u002Fspan> NVLink\u003Cspan>、交换机和网络软件，\u003C\u002Fspan>Nvidia \u003Cspan>即使丢掉一部分计算芯片份额，也能从互联层继续收费。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>而苹果为什么现在想做这件事，也不难理解。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>最近一个季度\u003C\u002Fspan> Mac \u003Cspan>收入达到\u003C\u002Fspan> 104 \u003Cspan>亿美元，同比增长约\u003C\u002Fspan> 29%\u003Cspan>，苹果自己也提到，\u003C\u002Fspan>Mac mini \u003Cspan>和\u003C\u002Fspan> Mac Studio \u003Cspan>正被越来越多用于\u003C\u002Fspan> agentic AI\u003Cspan>、本地模型和集群部署。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>The Information \u003Cspan>甚至提到，大型\u003C\u002Fspan> AI \u003Cspan>实验室已经采购了数万台这类设备。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>所以苹果看到的机会，不只是卖更多\u003C\u002Fspan> Mac\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>而是把现在被开发者“拼起来用”的\u003C\u002Fspan> Mac \u003Cspan>算力，直接做成一套真正面向企业的\u003C\u002Fspan> AI \u003Cspan>服务器产品，尤其瞄准那些不想把敏感数据放进公有云、希望本地运行模型的客户。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但这条路没那么简单。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>苹果过去的\u003C\u002Fspan> Xserve \u003Cspan>最终失败，企业销售、远程管理、开发者工具和软件生态也一直不是它最强的地方。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>现在\u003C\u002Fspan> MLX \u003Cspan>规模还远不能和\u003C\u002Fspan> CUDA \u003Cspan>相比，而且这款服务器最早也要到\u003C\u002Fspan> 2029 \u003Cspan>年，项目仍可能取消，甚至最终不采用\u003C\u002Fspan> Nvidia \u003Cspan>技术。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网认为这条消息最值得看的不是“苹果要挑战\u003C\u002Fspan> Nvidia\u003Cspan>”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>恰恰相反，苹果如果真的用自己的\u003C\u002Fspan> M \u003Cspan>芯片做\u003C\u002Fspan> AI \u003Cspan>服务器，却还要借\u003C\u002Fspan> NVLink Fusion \u003Cspan>补上互联短板，反而说明\u003C\u002Fspan> Nvidia \u003Cspan>最深的护城河，正在从\u003C\u002Fspan> GPU \u003Cspan>本身延伸到整个\u003C\u002Fspan> AI \u003Cspan>计算架构。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$AAPL\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>#\u003Cspan>美股\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAAPL\u002FAAPL.jpg","2026-09-17T14:18:20","2026.09.17","2026\u002F09\u002F17",36616,[22],"AAPL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]