저자: ChamathPalihapitiya · 외국인
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애플의 AI 탑재 아이폰 출시 소식을 계기로 엔비디아 수요 증가를 전망. 연구자(Dan Ives 추정)는 3억 대 교체 수요와 Apple Intelligence로 인한 다년 업그레이드 사이클을 강조하며 iPhone 목표가 300달러, 시장 규모 4조 달러 가능성을 언급. 조애나 스턴은 AI 기능의 실사용 체감은 6개월~1년 뒤로 보며 교체 동인으로는 제한적이라 봄. 엔비디아는 AMD·인텔 경쟁과 애플 자체 칩 리스크가 있고, 미 법무부 반독점 조사도 진행 중이라 언급됨.
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as is well known Apple recently Incorporated AI into its phones Nvidia is the primary supplier for training AI models now a huge explosion nvidia's stock is only a matter of time greetings from Squawk on the street again a new AI powered iPhone was among the several new devices that Apple introduced at its major product launch on Monday wed Bush's Dan IES who recently increased his price target for the stock from $285 to 300 and Wall Street Journal and CNBC contributor Joanna Stern are here with their responses to the announcements Janna it's wonderful to have you here quote you understand why the AI software is still in beta you've just used all four of the new iPhone configurations describe what you mean the complete Joanna review is required yes according to Joanna's evaluation this is still under beta testing I have the opportunity to test out some of the feat fees in the beta software that runs on these new phones and I can say that there are some positive aspects I definitely wanted the writing tools to quickly summarize some text and translate a text note I was writing to my mom in a more professional manner however I tested out this image editing tool that allows you to remove someone from the backdrop and clean up the background it was a little not the best not the best the tech industry is buzzing about Apple's recent Revelation that its next iPhone models would would incorporate cuttingedge artificial intelligence capabilities even though the details of these AI features are still mostly unknown it is obvious that Nvidia a market leader in AI Hardware may be significantly impacted by this development high performance Graphics processing units or gpus are crucial for managing the intricate calculations required for AI applications and Nvidia has been a Pioneer in their development these gpus are essential for operating the networks that power AI Technologies because of their capacity to handle several jobs at once it's anticipated that as Apple keeps improving its AI capabilities these advancements will necessitate more potent Hardware demand from VI's gpus may rise significantly as a result particularly if Apple decides to use the company's cuttingedge a gear increased GPU sales might help Nvidia by generating more income and earning more profits this surge in sales could also strengthen nvidia's Market position reinforcing its status as a dominant force in the AI Hardware sector and potentially enhancing its leverage with both customers and suppliers everyone wants to know what the upgrade cycle will entail I'd read your column this morning and was clearly intrigued by the buttons and other features you would be able to offer however based on your extensive reviews over the years how confident are you that customers will be to purchase this new phone look Apple used to do their s models right in comparison to the preceding generation it was a gradual change they stopped doing it they started going to the full numbers this is the s model this is not a major Hardware boost when you consider the hardware modifications examining this is crucial given the current significance of the software sure they're not going to have these AI features on day one I think that's actually okay I don't think that many people and I know we're going to have Dan on here I do not think that many people are running out to buy these phones for AI they need to upgrade from an older phone that's their time to get these phones is running out so when you look at what they're upgrading from if that's a two or three-year-old phone they're getting significant Hardware improvements they are receiving notable improvements in battery life and are not running out of software upgrades because of your coverage this morning I'm also aware of it youve heard they're getting battery don't be banned and indeed they are receiving larger screens larger batteries and improved computers they're gaining better design but AI isn't running out if they were coming from a few Generations back however Dan please share your thoughts with me no no no Jonah I'd get to do the interviews The Wall Street Journal is not this Okay g all what do you think about Joanna's assertion that there won't be a rush for this AI powered phone given that you heard her look I believe it to be twofold I mean what you talk about in terms of the upgrades Min 300 million iPhones have not upgraded in 4 plus years of 1.5 billion iPhones and that's why I'm in Asia today I've been on two trips in the past 6 weeks everything we're see in the supply chain builds has been increasing up 10 million from where it was to begin with so that indicates if that trajectory continues and this is even before Apple intelligence in the fact that so many people people haven't upgraded contributes to the highest level of pent up demand for an upgrade we've ever seen however if you look at Apple intelligence I believe that 20% of consumers worldwide will now have access to AI through copertino and that is ultimately the key to what will likely be a multi-year cycle of upgrades the Target price for the iPhone 16 and iPhone 17 is $300 and I predict that the market will be worth $4 trillion in a year what about the European Court's decision against Apple this morning Dan does it put a damper on it I mean the $1 13 billion back taxes I can't even remember how long I've been following this case it's been going on so long and Apple has fought it so hard yeah like almost 8 years look they've already ear marked money for that so I mean they'll just take a charge in the quarter as insane as it seems it's actually not a big deal investors I believe truly anticipated that they would most likely lose this these problems in Brussels and the Beltway will persist but I believe investors will ignore them because in the end it all boils down to this apple is about to experience a Renaissance and growth and I believe that many of the Skeptics who returned to wwbc have been adamantly opposed to this narrative and will continue to be disproved ctin noes at the Forefront of the AI consumer Revolution Joan let me just close with you on that point in terms of of Apple intelligence when do you think people will be compelled to go out and acquire the phone because of what is being presented in terms of generative AI on that device I think we're looking at at least 6 months maybe a year for all of the capabilities Apple showed off in June at wwbc to hit the phones and look I believe they're going to be a lot of nice to haves with this AI with a lot of the AI tools the offering tools the camera cleanup stuff hey Apple's marketing this with AI and you're going to get those features you know maybe soon I believe that will be less motivating once some of that stuff also sort of gets out there in the social media ecosystem and people can see what you can do furthermore if Nvidia benefits financially from this increased demand investor confidence may increase invidious stock price may rise as a result the magnitude of these advantages however may vary depending on a number of factors other chip manufacturers like like AMD and Intel which are also making significant investments in AI Hardware are Fierce Rivals of Nvidia nvidia's market share may be impacted by this competitive environment furthermore apple has a history of creating its own exclusive Hardware Apple may be able to lessen its Reliance on outside vendors like Nvidia if it decides to make significant investments in the development of its own AI chips lastly how well Apple's AI features are welcomed by customers will determine their overall success the expected demand for the underlying Hardware may be low if the features do not become popular in conclusion Nvidia has a bright future as a result of Apple's decision to include AI in its upcoming iPhone models nvidia's stock price may rise significantly if it can successfully take advantage of this opportunity however the extent of these gains will be influenced by factors such as Market competition Apple's internal development and consumer acceptance of Apple's AI Innovations Nvidia and other businesses have received saunas from the US justice department which is looking for proof that the chipmaker broke Anti-Trust laws our Bloomberg reporters have spoken with persons who are acquainted with the probe and they say this we should note that we have yet to hear back from the doj Nvidia Ian King a correspondent for Bloomberg News who focuses on the semiconductor industry is currently joining us and please explain to us what they mean when they state that they are looking for proof of antitrust offenses what are they implying exactly right in this particular case we reported a while ago that there were questionnaires going out that they were just sort of asking customers asking competitors you know what was going on in the market an escalation is typically indicated by the fact that something has progressed to the sapuna stage which is the legally binding request for information regarding what they might be searching for such as is bundling actions possibly including punitive measures against businesses
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