Who are the two big winners and the two big losers from Apple’s latest artificial intelligence (AI) announcement?

In Apple’s latest artificial intelligence (AI) announcement, two big winners stood out, while two big losers were clearly identified. The implications of these revelations are significant for the future of the technology industry and AI in particular. Let’s take a closer look at who these players are and what impact this will have on the sector.

The winners of Apple’s AI announcement

The recent Apple announcement regarding its artificial intelligence (AI) initiative has garnered significant attention in the technology sector. In this context, two companies clearly stand out as the big winners: Taiwan Semiconductor Manufacturing And Microsoft.

Taiwan Semiconductor Manufacturing (TSMC)

TSMC has a lot to gain from Apple’s announcement. For several years, Apple represents a significant part of TSMC’s turnover. With the implementation of Apple Intelligence exclusively on iPhone 15 and newer models, a large portion of iPhone users could be enticed to upgrade their devices, thereby increasing demand for semiconductors produced by TSMC.

Microsoft

Microsoft is also positioned as a major beneficiary thanks to its partnership with OpenAI, the creator of ChatGPT. Apple’s choice to integrate ChatGPT into its suite of products improves the experience for users of Microsoft Office and iPhones. Additionally, Apple’s reliance on servers Microsoft Azure for certain tasks AI will further strengthen Microsoft’s position in the market.

The losers of Apple’s AI announcement

However, not all companies emerge strengthened from this announcement. Two large entities stand out as the main losers: Alphabet (Google’s parent company) and Apple itself.

Alphabet

Alphabet is clearly negatively impacted by this announcement. The company has developed its own AI generation model, Gemini, which now competes directly with ChatGPT. Apple, in choosing to partner with ChatGPT, ended a tradition of close partnerships with Google, a decision that may have been influenced by recent antitrust litigation.

Apple

It may seem contradictory, but Apple is also on the list of losers. Due to its colossal financial resources and engineering team, it is surprising that Apple has not developed its own AI model. Its reliance on a third-party solution raises data security concerns and reflects some delay in the AI ​​race.

In Conclusion

Apple’s announcement in terms of artificial intelligence therefore created a real earthquake in the technology industry with clear winners like TSMC And Microsoft, but also unexpected losers such asAlphabet And Apple herself.

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