From Jacob Roach's "Nvidia and Apple are collaborating on the Vision Pro in the most unlikely way" posted Monday by Digitaltrends.
"Reaping the AI Benefits Without the High Investment Levels?" — Analyst Amit Daryanani
Read More Evercore: Apple's AI deal with Google could be a win-win
"The news of Apple launching its own model and talking with Google and OpenAI to license a foundation model speaks to the degree that the company's growth North Star has changed over the past month."
"This is a classic example of a rumor that is a bit of a shock but not at all a surprise. This partnership, should it come to fruition, makes a massive amount of sense for both sides."
From "Analyst warns that a TikTok ban could lead to major trouble for Apple, Big Tech" ($) posted Friday by The Street.
From Gurman's "Apple Is in Talks to Let Google Gemini Power iPhone AI Features" posted Sunday by Bloomberg.
Read More Mark Gurman pours cold water on Apple's AI efforts
"We are seeing NT estimates as full where a reacceleration in revenue is likely already embedded in expectations, which could prove challenging." — Analyst Brandon Nispel
"We demonstrate that for large-scale multimodal pre-training using a careful mix of image-caption, interleaved image-text, and text-only data is crucial for achieving state-of-the-art few-shot results across multiple benchmarks."
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